Tax Planning

Asset Location

Not all accounts are taxed the same way, so we make sure the right assets are in the right places. By strategically positioning investments across your tax buckets, monitoring tax thresholds, and making year-end adjustments, we optimize your after-tax returns.

Coordination & Guidance

We work directly with your CPA on tax savings strategies including IRA to Roth conversions, stock option grants, tax-exempt income, 1031 exchanges, qualified dividends, and qualified charitable distributions.

Unwinding and Diversifying

Whether you hold a large position in a single company or closely held family stock, we have the tools to address concentrated wealth and find solutions.

Estate Tax Reduction Strategies

We provide insight so your legacy passes efficiently to loved ones and charitable organizations, using gifting strategies to reduce tax exposure to your estate.