Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Tax Efficient Family Wealth Transfer

Tax Efficient Investment Management

Charitable/Philanthropic Planning

Roth Conversions and Tax-Free Income Strategies

Tax Efficient Income Strategies

Tax Harvesting/Tax transitioning

Tax Deferral in Trust Accounts

Trusts (Revocable Living, SLATs, Irrevocable, Etc.)

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Articles

Webinar: Navigating the tax landscape and what it means for...

If the recent COVID-19 crisis has you feeling a little overwhelmed about retirement, you’re not alone. Uncertainty leading to global market volatility can seem alarming when it comes to your retirement accounts, but it doesn’t have to be.

Financial Hacks for Millennials: Ways to Use Your Tax Refund

There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.