Tax Planning

Tax impacts every aspect of your financial life.

Our team can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

Proactive Approach

Planning for Efficiency

Financial planning and tax efficiency go hand-in-hand. Whether you’re looking to properly save for retirement, help improve your income tax situation or want help with your business taxes – we can create a customized plan for you.

Understanding the tax consequences related to your individual investments
Maximizing your retirement plan savings under current tax law
Evaluating business structure to optimize the benefits of the Internal Revenue code
Focusing on opportunities unique to your individual business or industry
Some people don’t mind paying Uncle Sam a hefty sum of money.

Most people, however, would prefer to keep that extra money and give it to people, organizations or causes of their choosing.Our extensive tax background allows us to offer advice regarding tax sensitive investing, review of cost-basis, carry forward losses, stock option exercise, and tax loss harvesting. In addition, we advise on potential Roth conversions, HSAs and FSAs, as well as pension buy-outs. There is never a reason to pay more taxes than legally required. 

How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

Answered by Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research