Tax Strategies

Building and reserving greater wealth requires careful and consistent tax planning throughout the current year and for the years to come. Some taxes can be deferred; others can be managed with tax-efficient investing. We can work with your tax professional or a CPA in our network with the goal to minimize taxes from capital gains and income distribution plans; to make the most of tax-advantaged college saving, health saving and retirement accounts; and to create gifting and wealth transfer strategies to preserve your legacy.