Strategic Tax Planning.
Strategic Tax Planning.
Most business owners and investors are paying more taxes than they have to. We don’t want you to be one of them.
We don’t like taxes. That means we love working with people who are interested in exploring creative and strategic opportunities to reduce or minimize taxes. We work with our clients to evaluate a wide variety of planning tools to help reduce your Income Tax, Capital Gains Tax, and/or State and Federal Estate Tax burden.
Most law firms, financial advisors, and CPAs simply don’t have the specialized knowledge necessary to understand the full range of options and tools available for strategic tax planning. We work with our clients’ existing advisory team to identify practical, effective solutions to reduce their tax burden. We explore options that can divert those tax dollars to charitable causes you are passionate about, as well as other available tax-advantaged solutions.
We work with clients who have dynamic and complex tax planning goals or concerns in all of the following circumstances:
• State and Federal Estate Tax Concerns
• Selling Highly Appreciated Assets
• Inherited Retirement Accounts (post-SECURE Act)
• Gifting Assets to Heirs and/or Charity
• Capital Gains Tax (including post-realization)
• Family Philanthropy/Teaching Heirs to Give Back
• Tax-Advantages Sale of a Business
• Values-Based Estate and Legacy Planning
• Investment Real Estate Sale Options (alternatives to 1031 Exchange)
• High Income Events
We empower you to consider a wide variety of tax planning options, and help you make informed choices in alignment with you financial goals, values, and priorities. Charitable and philanthropic planning solutions are often powerful tax-saving tools, can be tremendously meaningful and fulfilling, and align deeply with our core values as a firm. However, we will always consider and advise you on the full range of charitable and non-charitable planning options available and make recommendations in your overall best interest.