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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
Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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