Tax Planning

Many financial advisors either are prohibited from providing tax advice or do not have the requisite skills or training. Fortunately, I do. I work together with my clients and their tax professional to examine ways to reduce their taxes in the current year as well as formulate strategies to minimize them in the future. While often overlooked, tax planning is one of the most valuable services I offer.

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Available services include:

  • Identify an experienced tax professional
  • Review annual tax returns
  • Collaborate with tax professional on income tax reduction strategies
  • Identify tax-minimization opportunities
  • Coordinate with tax professional on estimated taxes
  • Conduct forward-looking tax planning
  • Implement tax-loss harvesting
  • Balance required minimum distributions
  • Optimize qualified charitable distributions
  • Analyze Roth conversion strategies
  • Provide expected tax form summaries
  • Prepare capital gains/loss and dividends reports

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