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?