Tax planning strategies require comprehensive, year-round attention. They cannot wait until April 15 each year. We can work with your tax advisor to find ways to reduce your tax bill and/or increase your after-tax portfolio return.
We will help you with:
- Tax-efficient portfolio construction and management.
- Qualified retirement plan analysis and recommendations.
- Roth IRA Conversion analysis.
- Mortgage refinancing.
- Debt restructuring to maximize allowable interest deductions.
- Planned giving strategies and charitable contributions.
- Tax-smart planning for stock options.
- Income shifting and deductible expense planning.
- Real estate strategies (tax-deferred exchanges, installment sales, etc.)