Implement tax-efficient withdrawal strategies, optimize Roth conversions, required minimum distributions (RMDs), and Social Security taxation to minimize your lifetime tax burden.
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Reduce Your Tax Burden with Proactive Planning
Tax Planning & Preparation
Are you tired of overpaying in taxes? Whether you're a business owner, investor, or high-income earner, proactive tax planning is essential to preserving wealth. Our team provides comprehensive tax strategies that go beyond basic filing, helping you minimize tax liabilities and maximize your financial opportunities.
Multi-Year Tax Strategy
Plan ahead to optimize deductions and credits over multiple tax years.
Tax-Efficient Investments
Structure your portfolio to maximize after-tax returns.
Business & Self-Employed Tax Optimization
Ensure your business is structured for maximum tax savings.
Retirement Tax Planning
Charitable Giving & Gifting Strategies
Utilize donor-advised funds, qualified charitable distributions, charitable remainder annuity trusts (CRATs), charitable remainder unitrusts (CRUTs), and gift exclusions. For a deeper understanding of CRATs and CRUTs, listen to this podcast featuring David Blain: Understanding Charitable Remainder Trusts.
Simplified, Stress-Free Tax Preparation
Tax season doesn’t have to be overwhelming. Our tax preparation services are exclusively available to our wealth management clients, ensuring a seamless, proactive approach that goes beyond simple filing. Unlike accountants who only meet with you once a year, we provide year-round tax guidance tailored to your financial situation.
Our personal tax concierge assists you throughout the document-gathering process, providing personalized letters outlining exactly what we need from you, so you never have to guess.
Our Tax Preparation Services Include:
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Personalized preparation for individuals, businesses, and trusts
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Comprehensive tax return reviews to identify missed deductions
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Estimated tax payment planning to avoid surprises
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Audit support and IRS representation when needed
By integrating tax planning with your broader financial goals, we help you keep more of your hard-earned money and gain confidence in your financial future.
Tax Insights
How Does Inflation Impact Taxes and Retirement Benefits?
While the holiday season is ideally a time for family and friends, it is also the best time to…
Updated Retirement Plan Contribution Limits for 2024 | Bluesky
IRS Announces Increased Limits for 2024 Planning for retirement is a crucial aspect of ensuring…