Every year there seems to be a myriad of changes in the tax laws, and many people spend their time sifting through the political rhetoric and convoluted fine print to find how it all applies to them. It can be a challenge. Where many see confusion and uncertainty, however, we see opportunity.

We are ever mindful of your unique circumstances and the ways evolving tax laws will affect your interests. Tax planning is a necessary and integral part of every one of our services, and we'll coordinate with your CPA, as necessary, to make the process as painless and profitable for you as we can.

Our tax planning services include:

  • Reducing your taxable income to manage your federal income tax liability
  • Deferral strategies employing certain investment vehicles that may help you postpone the payment of taxes
  • Customizing your portfolio to permit personalized tax management of your investments
  • Minimizing taxable gains by readjusting your portfolio at year-end to offset gains and losses