Broker Check

"In this world nothing can be said to be certain, except death and taxes"    -Benjamin Franklin

Knowing and properly using the tax code, makes a significant difference in one's wealth, not only during their lifetime, but at death.  It is not about how much you make, but how much you keep and pass on.

Peace out Uncle Sam! 

One of the keys to successful tax planning is to think about and implement strategies throughout the entire year, not just at the end of the year or in March or April as you are preparing your tax return.

While your accountant is responsible for making sure you are taking all the proper deductions and receiving the proper credits, they cannot change actions that you have taken or could have taken throughout the previous year.

We help you focus on pro-active tax planning and work with your accountant to help ensure you are not paying more than your share of taxes.

Strategies include:

  • Advantages of maximizing contributions to your employer retirement plan and/or IRAs to reduce your taxable income.
  • Review of the tax ramification of your investments and possible ways to help reduce this burden.
  • Re-positioning to tax-free and/or tax sensitive investments.
  • Tax loss harvesting