Tax Planning

We believe tax planning is an important complement to our financial planning and investment management services for individuals and small businesses. Almost every strategic decision made has tax implications.

Our tax planning services are designed to proactively address the challenges and opportunities that individuals and small businesses may encounter. We are committed to being current on the constantly evolving tax laws and we work with our clients to proactively uncover tax savings and minimize potential risks.

Our list of tax planning services includes:

  • Tax law interpretation
  • Roth conversion analysis
  • Tax harvesting review
  • Business succession planning
  • Sales and use tax review
  • Tax compliance recommendations