In addition to tax planning for future transactions, our firm prepares our clients’ individual federal and state income tax returns each year. This service helps maintain a complete understanding of the interaction between financial planning, investments, and tax decisions.
Some of the often-overlooked strategies that our firm considers throughout the tax planning process include:
We prepare individual federal and state income tax returns for our clients who have $500,000 or more under our management at no additional charge.
Tax Rules When Selling Your Home
A Taxing Story: Capital Gains and Losses