Tax Planning

Tax Planning

Tax efficiency is essential to a successful financial plan. Without a comprehensive plan in place that focuses on the potential impact of taxes, you run a significant risk of falling short of long-term goals.

Questions, such as: “Which assets are most appropriate for my tax picture? What is the most tax efficient way to draw income from my investments in retirement? How do I minimize estate and gift taxes in asset transfer?” permeate any financial plan. And these are just some of the questions we consider as we develop strategies to maximize after-tax cash flows as part of your financial plan.

We work closely with your tax advisors to consider and evaluate the tax impact of each decision, including asset allocation, income generation, timing of asset sales, tax classification of assets, and stock option exercise.

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