Tax Planning

Taxes are complicated; a convoluted subject you must address every year.

We perform a comprehensive review of your tax return looking for opportunities or strategies that might help reduce your income taxes. We will update you on new tax law changes and help you make changes to take advantage of opportunities and avoid costly mistakes.

A few of the strategies we explore include Roth IRA conversions, tax loss harvesting, taxable gain harvesting, charitable giving accounts, and charitable remainder trusts.

Our investing solutions are designed to help you reduce your taxes while balancing the additional goals of growth and risk management.