What’s involved in our Tax Analysis?

A major focus in our investment philosophy is centered around tax mitigation.

By this we mean minimizing the impact of taxes over the course of your lifetime - not just for the current year.

To be clear, we are not CPAs. We are not tax preparers. We work with our client's CPAs to address personalized tax reduction strategies. 

Mitigating income, capital gains, and estate taxes is a major financial concern for almost everyone. Tax laws are constantly changing, and sometimes the changes can be extreme. If you’re not paying attention to them regularly, they can easily be overlooked, and eat up a great deal of your wealth.