Taxation & Cash Flow

Minimizing one’s tax liability is among the most important and commonly expressed financial goals shared by our clients. We have the experience and knowledge to help you incorporate proactive tax planning while collaborating with your CPA to be as tax efficient as possible. Throughout each area of your financial world, we remain diligent to understand and mitigate the tax consequences of every decision, and through our careful analysis, we will ensure that you keep as much of your hard-earned money as your situation allows. This takes year-round planning.

Tax & Cash Flow Considerations:

  • Individual Tax
  • Business/Entity Tax
  • Tax Strategy
    • Deduction Planning
  • Tax Efficient Investment Portfolio Management
    • The treatment of wash sales
    • Tax-exempt investments
    • Gains and losses
    • 1031 exchanges
    • Qualified dividends
    • Option strategies
    • Tax-deferred investing
    • Passive income and losses
    • Mutual fund taxation
  • Tax Efficient Income Distribution in Retirement
  • Estate Planning
  • Charitable Giving & Gifting