Safeguarding every dollar to secure your financial prosperity.

Minimizing taxes is essential to preserving your lifestyle and legacy. We understand that what really matters is not what you earn, but what you keep. Your advisor team will collaborate with in-house tax experts, tax attorneys, and any of your outside professionals to ensure your portfolio is tax-optimized and that your tax return is prepared and filed each year.

Common tax strategies include:

  • Tax Loss (or Gain) Harvesting
  • Roth Conversions
  • Retirement Plan Contributions
  • Qualified Charitable Distributions
  • Charitable Split-Interest Gifts
  • Tax-Efficient Withdrawals

10 of the Most Frequently Asked Questions by Our Clients.

  • 1
    Am I eligible for a Roth conversion? Is it recommended?
  • 2
    Should I increase my retirement plan contributions?
  • 3
    Do I qualify for the Qualified Business Income (“QBI”) deduction?
  • 4
    Is this still the right business structure for me?
  • 5

    Should I set up a 529 account to fund my children’s education or are there better alternatives?

  • 6

    If tax rates rise in the future, what will the impact be on my financial goals?

  • 7
    Which investments should be sold to take advantage of tax loss harvesting?
  • 8
    Should I invest in municipal bonds?
  • 9
    How can I maximize my deduction from my charitable giving?
  • 10

    Is money received from the sale of inherited property considered taxable income?

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We will team you up with one of our capable financial advisors. Let us help you secure a prosperous future.

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