MINIMIZE YOUR TAX BURDEN, MAXIMIZE YOUR LEGACY
Planning ahead and taking action during the calendar year, rather than in April, can lower your overall tax burden. Implementing the right strategies can save you substantially over the life of your plan.
Over 50 Unique Strategies
IRA conversions
Lifetime gifting strategies
Tax-loss harvesting
Entity selection for small business owners
Minimizing Medicare IRMMA surchages
State specific tax credits
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DRIVING TREMENDOUS VALUE
TAX STRATEGIES THAT MOVE THE NEEDLE
Each year, we aim to conduct at least one VIP Session for every client. In these sessions, an in-house CFP® professional, CFA, and CPA collaborate to explore potential strategies that could enhance your financial outcomes. Often, tax minimization emerges as a primary area of opportunity. Taking proactive steps within the calendar year, rather than waiting until tax time, frequently proves to be a significant driver of value.
