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Tax Planning

Tax planning is a critical factor in your overall Financial Plan. We will work with you and your CPA/tax preparer to understand the tax implications and use this information to make the best decisions for your investment strategy.

We will discuss and help you ...

  • Utilize tax-advantaged retirement accounts to the max - 401k and IRA account contributions
  • Harvesting gains or losses at appropriate times to lessen the impact of taxes
  • Family gifting
  • Charitable gifting
  • ROTH Conversions
  • 529 Planning