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Avoid a Big Tax Bill

Personalized Tax Strategy

It’s not about how much you make; it’s about how much you keep after taxes. That’s why we integrate tax planning into our comprehensive approach to wealth management. Through our tax-efficient approach to investing and a personalized long-term tax strategy, we can help you minimize taxes over your lifetime and navigate the ever-changing tax code.

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We offer a wide range of tax planning and preparation services for individuals, families, partnerships, corporations, and trusts. We have an in-house staff of CPAs and tax professionals ready to partner with you and your advisor.

Grey Tan Spotlight

Tax Articles and Videos You May Find of Interest

Avoid a big tax bill with uncle sam

Uncle Sam: Your Partner in Retirement

During your retirement years, there are numerous rules, elections, and key dates in your partnership with “Uncle Sam.” Let’s review milestones and some costly missteps you can avoid.

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Tax Smart Philanthropy [On-Demand Webinar]

Tax Smart Philanthropy [On-Demand Webinar]

In this on-demand webinar, you’ll learn five tax-smart strategies to make the most out of your charitable giving.

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axation of Your Vacation Home

Taxation of Your Vacation Home

If you have a second home or are thinking about purchasing one, you may want to think about how the proposed American Families Plan may affect how it is taxed.

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t Low Tax Rate Environment

Consider Roth Conversions

Because low tax rates are set to sunset, it may be a good idea to investigate Roth conversions.

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