Integrated Tax Management

Strategies to Reduce Taxes

Tax Preperation & Filing

Tax Optimized Investments

Estate & Wealth Transfer Tax Planning

Taxes are a headache. Keeping up with complex and frequently changing tax laws is frustrating. That’s why we integrate tax preparation and planning into our practice. Our clients don’t have to worry.

Integrating taxes with your investment planning is vital for building long-term wealth. The best investment results can be undone by poor tax planning. That is why every recommendation we make is designed to achieve the best after-tax results for you and your family.

Our Proactive Approach to Reducing Taxes:

We start by reviewing your taxes in our initial assessment. Then we integrate tax strategies into your financial plan. If you already have a CPA or tax advisor, we meet with them to align our strategies. If you need professional tax support, our CPAs and tax partners will prepare and file your returns. Our integrated approach means that when life happens, we are already prepared to help you make smart decisions to reduce taxes.

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Integrated Tax Planning

We partner with a team of CPAs and tax professionals ready to prepare and file your tax returns.
When individual investments in your portfolio lose money, we sell the security and buy a similar security. This allows you to recognize the loss on your tax return.
Each investment account you own has a unique tax framework. IRAs and 401ks defer taxes until retirement withdrawals occur. Standard brokerage accounts require tax payments for realized capital gains and income each year. Trusts and entity accounts all have unique tax goals. We optimize the assets held in each account to reduce your taxes over the long-term.
Our clients are generous people! We guide them to achieve their philanthropic goals in the most tax efficient way possible. Whether that is by giving consistently, giving in larger chunks or by using trusts or advanced tax planning strategies.
Transferring assets to the next generation is a journey, not a one-time “estate plan.” By guiding clients over time, we help reduce taxes through advanced planning, trusts and entity formation.