Tax planning evaluates the tax implications of personal, investment, or business decisions to manage tax liability. Although wealth management decisions are not based on tax implications alone, it is important to understand how income or estate tax issues impact the costs involved.
Balance taxes and after-taxreturns by decreasing capital gains or dividends.
Selling investments that are losing value and replacing them with similar assets to offset investment gains with losses.
Minimizing the distortions caused by taxation while redistributing revenue.
Reducing tax exposure through credits and deductions.
Consulting with your trusted tax advisor to ensure the latest tax laws are working toward your benefit.
Business Entity Structuring | Roth Conversions | Identifying AMT Issues | Cost Basis Analysis | Deferred Compensation | Stock Option Analysis | Net Unrealized Appreciation Strategies