Our Tax Planning Process
We integrate tax planning into your overall financial plan by incorporating tax minimization strategies and tax-sensitive investments.
- Taxation erodes investment gains and hinders progress towards your goals. We use an assortment of investments and trading tools seeking to minimize the drag of taxation in taxable accounts.
- Tax awareness permeates our strategy throughout planning and investing and often includes coordinating with client’s CPA, recommending estate planning strategies, and regular client tax reviews.
- Tax deferral strategies like Roth IRA, 529 savings plans, employer-sponsored retirement plans, and as appropriate annuities, that seek to minimize taxation.
- Establishing retirement plans for businesses—SEP IRA, SIMPLE IRA, defined benefit plans, and 401(k) plans—offers additional avenues for tax deferral.