Taxes have the potential to take more of your wealth than any other expense.  While we do not prepare taxes, we find it essential to have a deep understanding of tax impact on our clients.  We work closely with our client tax advisors.  Some of the tax impacts that we watch closely for our clients are:

  • When is the use of municipal bonds or tax free investments beneficial?
  • What are the implications of capital gains on investment returns?
  • Which retirement plan structure will work best for a company or individual?
  • What options may be available and appropriate for wealth transfer or wealth protection?
  • Which business structure may be most tax advantageous?