Tax Planning

Almost all of your financial decisions will have some tax implications. We consider the tax ramifications of all of our financial recommendations.

We use BNA to predict your current year taxes, and as much as possible, minimize your tax burden.

We consider taking capital gains or losses each year to improve your tax situation.

We consider the investments you have in each type of account. We put tax advantaged investments in your taxable accounts and tax inefficient investments in your tax differed accounts.

We will look at your previous years tax return and use that as a base to project your taxes for the following year including any changes so there are no surprises.

We can also advise on ways to minimize taxes such as charitable giving and investing in opportunity zones.