Tax Planning in Wealth Management

PRO-ACTIVE VS RE-ACTIVE APPROACH

Taxes can take more than half of your passive and earned income every year. We believe in a “pro-active” versus a “re-active” approach to tax planning. Not all of our tax strategies will apply to everyone, but many will.

WE CAN WORK WITH YOUR CPA

We will work with either your CPA or one we collaborate with. The goal is to legally and morally lower your taxes to a minimum each and every year so you give more to the causes you care about.