Tax Planning

Income taxes, property taxes, sales taxes, estate taxes; Taxes are a significant part of your life and one of the biggest drags on wealth accumulation and preservation. We are always mindful of the tax implications for each part of your planning when making recommendations.

We have an established network of tax professionals we can refer you to. But we are just as comfortable working with your existing tax professionals. Either way it’s important that your team of advisors are able to communicate and coordinate around your overall planning objectives. We have the technology to make that easier and we often serve as a facilitator of communication on your behalf. Our Wealth Enhancement Group includes experienced tax professionals who know how to evaluate the tax impact for various strategies. All of this is reflected in our overall service to you our client.

Whether it’s tax efficiency in your investment portfolio, tax implications for retirement plan distributions or estate tax planning, we will watch this part of your wealth planning closely with an eye towards helping you minimize taxes as much as prudently possible.