Strategic Tax Planning

Tax planning is an important component of your overall financial plan. By utilizing Strategic Tax Planning throughout the year, we can assist you in reducing the taxes you pay – and to keep more of what you have and what you earn.

Strategic Tax Planning is not accomplished in isolation. It is driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your prospects of meeting long- and short-term objectives.

Don’t be fooled by tax professionals and advisors who focus on “tax-loss harvesting” and “loopholes” as their primary tool to reduce your taxes. We use tax-favored investment strategies that are based on tax code and tax law, not loopholes. Some of the tax law & tax code strategies we use have been in effect since 1914! Invest in yourself and your family, not the IRS.

Keep in mind that tax laws are often complex and frequently change. As a consequence, you should consult your tax professional before making investment and tax decisions.