Tax Planning

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.)