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Tax Planning

Allows us to mitigate your tax liability

Behavioral Coaching

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
Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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