Tax Planning

Tax laws are constantly changing. We stay abreast to changes and explore every opportunity to improve your tax situation.

By being proactive in collaborating with your tax professional, we’ll implement an appropriate tax strategy to reduce taxes for you now, and in retirement.

Our wealth management tax planning services include:


·        Exploring potential strategies to reduce income taxes.

·        Optimizing your asset location between retirement and non-retirement accounts.

·        Tax-loss harvesting strategies throughout the year to improve your after-tax investment yield.

·        Collaborating with your tax professional to improve your tax situation.

·        Consultation regarding concentrated stock positions, stock option programs and employee stock programs.

·        Informing you of techniques to reduce death and estate taxes.

·        Offering securities-based lending program to solve for short-term cash flow needs.

·        Charitable giving strategies.