It’s not about what you earn, it’s about what you keep.

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Tax Planning Strategies

Without proper planning, you could be leaving thousands of dollars on the table, both now and when you withdraw from your portfolio in retirement.

Our tax planning services aim to reduce your tax bill today and in the future. We do this through:

• Software that analyzes your tax returns

• Reviewing your 1099 and other tax statements

• Tax-loss harvesting

• Asset location

• Roth conversions

• Coordinating into which accounts ongoing savings contributions are made

• Tax-aware withdrawal strategies

• Incorporating tax-managed investment funds

• Pension and deferred compensation advice

• Social Security timing

• Charitable giving strategies

We use a software called Holistiplan which leverages artificial intelligence to analyze your tax return. The tool can help identify tax savings through:

• Missed credits and deductions

• Roth conversion opportunities

• Tax-loss harvesting analysis

• Capital loss carry-forward summary

• Taxable income source summary

• Tax-bracket analysis

• Required Minimum Distributions (RMD) analysis

• Qualified charitable contributions

• Business-deduction opportunities

• State tax considerations

Click here for a sample report from Holistiplan. Below is a screenshot: