Strategies for Year-Round Tax Planning
Tax planning strategies require comprehensive, year-round attention. They cannot wait until April 15 each year. We can work with your tax advisor to find ways to reduce your tax bill and/or increase your after-tax return.
We will help you with:
- Tax-efficient portfolio construction and management
- Qualified retirement plan analysis and recommendations
- Roth IRA Conversion analysis
- Mortgage refinancing
- Debt restructuring to maximize allowable interest deductions
- Planned giving strategies and charitable contributions
- Tax-smart planning for stock options
- Income shifting and planning deductible expenses
- Real estate consultations (tax free deferred exchanges, installment sales, etc.)