Tax Efficiency & Mitigation

It’s not about what you make, it’s about what you keep.

Our team works with your CPA, or a recommendation from us, to build a plan before the year starts to ensure we are executing for 365 days every year, minimizing your taxes to the largest degree possible. There are many advanced strategies that can be implemented to lower your tax bill and put more dollars in your pocket and/or into your investments.

Tax planning is an important component for your overall financial plan.  It should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan.  All too often tax planning is confused with tax preparation, which involves looking to the past. What happened and how much will it cost.  We view tax planning as a forward looking process. What can we do today to mitigate tax issues in the future?  What strategies should be implemented? What tools are available?

Having a tax-efficient retirement income strategy could be the single most important thing you can do to maximize your income for your business and individually. It can potentially mean the difference of tens of thousands, if not hundreds of thousands of dollars in tax savings.

Our approach to tax planning is both coordinated and forward looking. We will proactively look ahead to the tax impact of potential decisions so that you can effectively minimize your tax liabilities. In addition, we seamlessly coordinate with your accountant and other professionals to reconcile your tax planning strategies with your investment and wealth planning goals.

We can advise on tax efficiency for both your individual and business needs.