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.)