Advanced Tax Planning

Through proactive and personalized strategies, we help you reduce your lifetime tax burden while aligning your finances with your goals. From Roth conversions to charitable giving strategies, our approach is coordinated and thoughtful—often working in tandem with your tax professional to ensure seamless planning.

• Optimize the use of Qualified plans - traditional and Roth
• Tax loss and gain Harvesting
• Charitable giving strategies including Qualified Charitable Distributions (QCDs), Donor
• Advised Funds (DAFs), bundling of donations, and donation asset selection.
• Note - working cooperatively with the client’s tax preparer/CPA.