Tax Planning

As part of our holistic advice approach, providing year-round tax aware planning is the key to minimizing your taxes. Our tax minimization solutions allow us to help lower your tax liability by working closely with your tax professional and incorporating any combination of the following tax saving strategies:

• Tax return analysis (initial step)
• Tax efficiency based on asset location
• Tax-efficient portfolio withdrawals
  
• Roth conversion strategies
• Tax bracket optimization
• Qualified charitable distribution strategies
• Gifting strategies
• Avoiding medicare surcharges