Tax Planning

Tax impacts are felt in every aspect of your financial life. We too often find that lifetime tax planning is ignored in favor of current-year tax planning. We cannot overstate the importance of lifetime tax planning. We can work with your CPA or other financial professionals to understand your current tax situation and identify fresh perspectives for potential savings or restructuring opportunities. How you structure your investments will have a major impact upon your taxes on those investments. We want to be proactive in this area to make sure you are intelligently aligning tax planning with your overall wealth plan.