What’s involved in our tax planning process?
A major focus of our investment philosophy is centered around tax mitigation.
To be clear, we provide tax strategies as they relate to your investment assets, to minimize the impact of taxes over the course of your lifetime - not just for the current year. Our role is to complement and collaborate with - not replace - your CPA. We do not prepare taxes or do other accountant-specific tasks.
We accomplish this by performing services such as:
- Federal and state income tax forecasting
- Roth conversion analyses
- Capital gains tax mitigation and deferral
- Stock option and executive compensation strategies
- Tax loss harvesting
- Tax-smart allocation strategies
- Tax optimal withdrawal strategies
- Passive income analysis
- Large asset sale or purchase strategies
- Gifting strategies
- Trust strategies
Effective tax planning is a team effort. By working closely with your CPA and other professional advisors, we help ensure your investment decisions and tax strategies are aligned. Tax laws evolve over time, and even small changes can have a significant impact on your long-term financial plan. Through ongoing collaboration and proactive planning, our goal is to help you keep more of what you've earned while avoiding missed opportunities.
