Tax Planning

Income taxes can be reduced through the use of various tax strategies. Tax planning is always a part of proper investing.  Your after-tax return can be increased when you use tax-efficient investment strategies.  Remember, it's not what you make, it's what you keep that counts.

We also have experience planning for the taxes from inheritances, stock options, and real estate transitions.

We review your tax returns, analyze your current and projected income tax exposure, and make recommendations on how to reduce your future income tax liability. We do not prepare tax returns, but we can work with your existing tax advisor to develop the most appropriate strategies.

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