- Services
- Comprehensive Wealth Management
- Tax Planning Strategies
Maximizing Tax Strategies to Seek Greater Returns
We know that our clients have more important things to worry about in their lives, so we’ve assembled a group of top-notch tax experts to help you make the best decisions possible for your life and your goals.
Our Tax Strategies team executes various strategies — reducing income, increasing deductions, leveraging credits, and increasing withholding — always mindful that minimizing taxes is never an end in itself, but rather is a means to help maximize your returns.
Our Tax Strategies team is highly skilled at leveraging the differences among taxable earnings that are fully taxable at year-end, tax-deferred investments like retirement savings accounts that are taxable when distributed, and tax-advantaged investments that have deductions and credits that may reduce tax obligations.
We believe that careful tax planning strategies for distribution is critical to helping your hard-earned savings last as long as possible.
Critical Elements
- Tax-deductible strategies
- Tax-advantaged strategies
- Asset sale tax planning strategies
- Cash flow distribution strategies
- Tax implications for estate planning
- Coordination with tax professionals
Average annual retention rate—January 1, 2010, through December 31, 2019—based on client households with assets greater than $100K in our existing offices.
