Tax Planning

Tax Planning

While taxes are a fact of life, unnecessary taxes hurt your ability to accumulate wealth. We'll work with your tax professionals to find opportunities to legally reduce taxes at the business, individual, and family level. Depending on your needs and resources, we may shift income to less-taxable entities, use tax deferred investment opportunities (retirement plans, annuities, etc.), or recommend tax-free investments.

The tax consequences of investment decisions can be significant.  We locate the assets of a portfolio in the proper investment account.  In other words, some investments are better suited for your IRA accounts while others work well in taxable accounts or Roth IRAs.  We help our clients plan their taxes throughout the year.  We would rather know the tax implications before making an investment decision than to simply deal with the consequences next April.

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