Tax planning and preparation as an integrated wealth management service.
We coordinate 3rd party tax preparation and provide in-house tax planning to augment their work.
The first element of tax planning is to ensure your investments are structured in the most tax-advantageous way possible. We want to let growth assets continue to grow without being taxed and try to shelter income producing assets from taxes whenever possible.
We help optimize your retirement contributions and/or withdrawals to make sure you are maximizing tax savings on both ends of the spectrum. We analyze tax scenarios to determine if actions such as making a Roth IRA conversion, selling options or RSUs, and donating highly appreciated stock to charity makes sense.
There are so many personal and small business tax questions that simply come up over time. Discussing taxes is a standard agenda item for us in client meetings and we use our collective experience to help make your tax picture a less burdensome task.
Our goal is to fully integrate your tax needs into our wealth management platform. We want to revitalize the concept of pro-active tax planning and advice. This will improve your financial planning and investment outcomes, not to mention make your financial life all that much easier.
Our service includes, but is not limited to:
Charitable
Giving
We assist in making gifts and setting up your own personal charitable account.
Tax
Preparation
Using a modern client tax portal, we help coordinate tax filing with our 3rd party partner.
Tax
Planning
We evaluate tax data to incorporate planning opportunities to improve your tax situation.
Equity Comp Planning
We help plan and execute on your employer stock plans and awards.