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
Every year we perform a minimum of one VIP Sessions for each client. During this session an in-house CFP® professional, CFA, and CPA brainstorm together on strategies that may drive additional value for you. More often than not, tax minimization is the largest value driver of these VIP Sessions. Executing tax strategies during the calendar year, rather than looking back at tax time, is often a key source of value creation.
