Tax considerations are often underestimated in the wealth management process, however we make them a priority in every aspect of our work for you. Tax planning isn't a once-a-year task—it’s an ongoing, proactive process that unfolds throughout the year. Ultimately, the less you pay in taxes, the more you retain to support your financial goals.
Comprehensive Tax Return Analysis
By reviewing your personal tax return, our team identifies key planning opportunities tailored to your financial situation. We then provide a detailed report, equipping you with valuable insights to discuss further with your tax professional—helping you refine strategies and maximize financial efficiency.
Asset Location
Investment returns come from multiple sources—such as income, capital appreciation, or a blend of both. Since the IRS taxes these returns differently, proper asset location is crucial for optimizing after-tax gains. Leveraging our investment approach, we strategically allocate your assets across tax-deferred, tax-free, and taxable accounts to enhance long-term efficiency and financial growth.
Tax efficiency in portfolios
We actively tax manage throughout the year taking losses to offset gains where possible. We are also keenly aware of the thresholds and brackets that kick in higher capital gain and income tax rates. We work to limit taxes in all of our portfolio decisions.
Creating Donor-Advised Funds for Appreciated Securities
Donor-advised funds provide a simple way for investors to get immediate tax deductions and avoid capital gains tax liability on appreciated assets. We'll work with you to help set up donor-advised fund in Your Family Name and then you decide where and when to make gifts to your charities.
Gifting Strategies for Tax-Free Giving
Our clients use family gifting strategies to remove assets from their taxable estates. These strategies help reduce future estate taxes, and benefit your family members immediately.
Seamless Collaboration with Tax Professionals
We work directly with your existing tax professional to ensure you maximize all relevant tax planning opportunities. If you don’t currently have a tax advisor, we’re happy to provide a trusted referral—without receiving any compensation for recommendations. Our priority is aligning your financial strategy with expert guidance for optimal results.
Financial Insight
"We sift through the many investment strategies, managers and products to uncover unique opportunities for you."
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.