Tax Planning Services

Often when you engage with your tax advisor you are reviewing what has already occurred, but the real planning happens before you: receive income, realize a capital gain, choose what retirement account to contribute to etc. We work with you and your tax advisor to determine the best course of action for future events.

Our tax planning services aim to limit taxes today and in retirement through:

Tax Return Analysis
Retirement Account Contribution Strategies
Roth Conversions
Coordination & Timing of Income Streams (e.g. Pension, Social Security, Required Minimum Distributions, Annuity guaranteed income etc.)
Asset Location
Charitable Giving Strategies

The tax planning arena is ever-changing, and we make sure you are informed when opportunities or liabilities emerge in the tax code that would require a strategy shift to our plan.

Capital Gains Tax Estimator