Tax Planning vs. Tax Preparation

Tax Planning Services

There’s a difference between Tax Planning and Tax Preparation. Tax Planning requires a wholistic view of business, family, investment, and charitable realities. Our team can coordinate with your CPA to make sure you’re maximizing tax-efficient options available, including:
Income Tax Planning Services

Income Tax Planning

When was the last time your financial advisor spoke with your CPA or attorney? It is our experience that very few advisors invest time looking at client tax returns and working with their client’s CPAs to minimize taxation. We also observe that financial advisors, CPAs, and attorneys rarely coordinate effectively on behalf of their clients. We do both. 

Efficient and Effective Tax Savings Strategies

Tax Efficient Portfolios

Why pay more in taxes than you need to? Holding the right investments in the right account types can greatly reduce taxation. We go far beyond just providing standard tax planning services. Our simple loss harvesting strategies can help you keep more of what you earn. Our efficient and effective tax savings strategies will help you customize your investments to reflect your goals around income, growth, charitable gifting, risk tolerance, and liquidity needs.
Tax, Estate, and Business Planning Strategies

Business Exit Strategies

The earlier you plan, the more you can save. We employ tax planning services and estate planning strategies for liquidity events, business exits, IPOs, and succession planning. Often times, the best business tax planning and structural work is done years before any liquidity event is executed. Let’s work together now so you can keep more of what you have built.

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