Tax Planning

There are two things guaranteed in life: death and taxes. Tax planning is crucial for high-net-worth investors and mitigating unnecessary capital gains or income taxes. With tax law constantly changing, ensuring the proper handling of your distribution strategy has never been more essential.

With tax law becoming more complex by the year, we utilize a strong network of CPAs to whom we refer our clients for in-depth tax advice. If you already have your own, we are happy to collaborate and work with them to help manage your tax planning needs.

As a wealth management firm with advisors who have attained the CERTIFIED FINANCIAL PLANNER™ certification. We can assist with a wide array of tax planning needs including, but not limited to:

  • Identifying AMT Issues
  • General Discussion of Deductions & Income Recognition
  • Answering Questions About Investment Tax Issues
  • Discuss Statement of Personal Financial Position
  • Analyze Personal Cash Flow Statement
  • Develop and/or Analyze Business Balance Sheet, Income Statement, Cash Flow Statement, & Pro Forma Statements
  • Discuss and Educate on Employee Stock Options Basics, ISOs, NSOs, Planning Strategies, etc.
  • Tax Implications of Various Stock Plans (Restricted, Phantom, SARs, & ESPP)
  • Non-Qualified Deferred Compensation Programs
  • Income Taxation of Life Insurance & Annuity Products
  • Investment Cost Basis Research & Reporting

While tax planning is vital to each client, active tax management of a portfolio is equally essential in non-retirement accounts. We look to tax harvest in times of market loss to offset potential gains in the future. Potentially helping to Mitigate or at least decrease the potential tax burden.

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