Tax Planning

No one likes the idea of turning over their hard-earned money to the government. As advisers, we stay on top of new tax legislation and are always looking for ways to reduce clients’ tax burden. Tax planning and preparation encompasses a review of yearly income tax returns, estate and gift tax planning and the avoidance of the various penalties that may apply to retirement plan distributions.

With a solid financial plan, we can anticipate events that generate larger tax liabilities and properly plan for these events, thereby decreasing their tax burden and increasing the overall wealth that our clients retain.

After all, the amount you earn is not quite as important as the amount you retain.