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Tax Planning

It’s nearly impossible to keep up with changes in the tax laws, but having a knowledgeable financial advisor watching out for your best interests can help reduce the tax liability related to your wealth and investments including tax loss harvesting, tax efficient investment strategies, and options to defer capital gains on highly appreciated asset sales. 

Our team is also pleased to work with outside professionals you may have (CPAs, tax advisors) to discuss tax planning and strategic direction. Proper tax planning can help reduce your overall tax liability, protect your legacy, and transition your estate assets efficiently.

A comprehensive tax strategy can help you maximize your asset growth while minimizing taxes, and we attempt to employ tax-efficient investment strategies whenever possible.

*Pursuant to requirements imposed by the Internal Revenue Service, any tax planning related information contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States.