Financial decisions have a tax component that will impact the advisability of a course of action. The proper management of your tax liability can have a positive effect on your cash flow, investment returns, and retirement income.
In addition to tax planning for future transactions, our firm prepares our clients’ annual individual federal and state income tax returns. Combining tax preparation with investment management and financial planning helps maintain a complete understanding of your financial life and how a decision in one area affects your total financial outcomes.
Some of the often-overlooked strategies that our firm considers throughout the tax planning process include:
Tax preparation services are provided under the assets under management fee with no additional charge for clients with investable assets of $500,000 or more under our management.