Our Comprehensive Wealth Planning services include proactive tax planning.

Our team has extensive experience in designing and implementing tax planning strategies to reduce income and capital gains taxes.

Here’s what we do for you:

• We run tax projections during the year to help you estimate your tax liability and to determine if you need to adjust withholding or estimated tax payments.
• We continuously look for tax-loss harvesting opportunities in your taxable accounts to help reduce or eliminate future capital gains taxes.
• We research and develop tax planning strategies for you to help you save on taxes now and in the future.

For example, if a client is expecting little or no taxable income for an upcoming year, we may recommend that they use that opportunity to reduce future year’s taxes.  One approach is to implement a number of tax bracket maximization strategies, which may include taking early distributions from an IRA account, or a partial Roth conversion, in order to create a certain amount of taxable income to fill up one or more of the lower tax brackets.  In this example, this results in the client paying a bit more taxes today to save a larger amount in the future.

As another example, we often help our business owner clients structure the sale of their business in a way that maximizes their net return.  For example, if a client is negotiating to sell his or her business, we’ll work proactively with them to analyze ways to structure the sale so they pay the lowest amount of taxes.

Note: the tax planning examples provided herein are for illustrative purposes only and we advise prospective clients to consult with their tax and legal advisors prior to implementing any of the tax planning strategies mentioned herein.  

Helping You Pass on Wealth More Efficiently

Our Comprehensive Wealth Planning services also include multigenerational estate planning.

We’ll help you get a complete estate plan in place to avoid probate and protect the assets that you intend to leave behind to your family or beneficiaries.

Because our team includes attorneys and accountants, we can help you from initial design all the way through to implementation.  So not only do you get great planning, but you also get it done.

Our team has extensive experience designing and implementing advanced estate planning strategies that help our high-net-worth clients maximize the amount of wealth that they transfer to their families.  At the same time, these strategies can help ensure that the assets will be protected for many generations to come.

Our estate tax planning strategies are customized to your needs and we are experienced in incorporating the following tools:

• Revocable Living Trusts
• Dynasty Trusts
• Family Limited Partnerships
• Grantor Retained Annuity Trusts
• Charitable Remainder Trusts
• Intentionally Defective Grantor Trusts
• Asset Protection Trusts