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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.

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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

Popular tax strategies we design and implement every day for clients include…

  • Income and deduction projections to calculate proper withholding and quarterly estimated tax payments
  • Converting taxable investment income from dividends, interest, and capital gains to tax-free investment income
  • Reducing taxable income by taking advantage of tax preferenced savings vehicles like 401k, 403b, Health Savings Accounts (HSA)
  • Ensuring you’re selecting the best benefits in your open enrollment to maximize tax benefits to you and decrease your taxable wages
  • Tax-loss harvesting of your investments to minimize capital gains and harvest a deductible $3,000 of losses annually
  • Invest in municipal bonds
  • Investing in rental real estate as a way to produce passive income that is not subject to social security and medicare taxes
  • Implement an income distribution plan for your Required Minimum Distributions (RMD) that includes making tax free and tax-deductible contributions to charities
  • Getting your financial plan to talk to your tax plan
  • Getting your small business finances to talk to your personal financial plan and tax plan
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