Tax planning strategies require comprehensive, year-round attention - they cannot wait until April 15th each year. We can work with your tax advisor to find ways to reduce your tax bill and increase your after-tax portfolio return.

We'll Help You With

• Tax-efficient portfolio construction and management.
• Thoughtful tax loss harvesting.
• Qualified retirement plan analysis and recommendations.
• Roth IRA conversion analysis.
• Qualified Charitable Donations (QCDs).
• Mortgage refinancing.
• Debt restructuring to maximize allowable interest deductions.
• Planned giving strategies and charitable contributions.
• Tax-smart planning for stock options.
• Income shifting and deductible expense planning.
• Real estate strategies (tax-deferred exchanges, installment sales, etc.).