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Investment Management

Tax Strategy

Personalized strategies and a proactive approach to get your tax liability to the lowest legal limit. Get Started Today
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Tax Planning Strategies: The Process

Our team takes a proactive approach to develop personalized strategies, tailored to your unique financial situation to ensure your tax liability is at the lowest legal limit.

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Meet

Get to know you and your tax history to build a foundation for financial peace of mind.

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Gather

Document gathering of prior year tax returns, support documents, tax notices, tax transcripts and investment statements.

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REVIEW

Develop a personalized strategy to achieve success.

communication

Present

Present your personalized strategy to achieve financial success.

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Implement

Prepare a Tax-Smart Plan and deliverable to we can implement the strategies that will lower your tax liability to the lowest legal limit.

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Advise

Ongoing monitoring, meetings and advice to ensure the implementation is successful.

Do you have a Tax-Smart Plan?

Tax planning strategies

Our team takes a proactive approach to develop personalized strategies tailored to your unique financial situation to ensure your tax liability is at the lowest legal limit.

Topics we will discuss with you:

  • Tax Withholdings
  • Estimated Tax Payments
  • Capital Gains
  • Retirement Savings Vehicles
    • 401k/403b
    • HSA
    • 529s
  • Employment Benefits
  • Tax-loss Harvesting
  • Municipal Bonds
  • Real Estate Taxes
  • Required Minimum Distributions (RMDs)
CPA
NATP
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Start Your Tax Planning Strategies

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