Tax Planning

We will review your current tax returns for potential savings or restructuring opportunities. Saving money on future taxes requires a proactive approach. The biggest expense for nearly all of our clients is taxes. But if this is left for the CPA to handle once a year, it can leave many opportunities and tax savings on the table. We are focused year-round on how to minimize taxes and we work closely with our client’s CPAs seeking to help our clients pay as little tax as possible.

We Believe In Building Great Relationships

Team Work, Team Work

It takes teamwork to cover a wide-range of financial concerns. We welcome collaboration with your family’s other subject matter experts – for example attorneys and CPAs. In many situations a family may not have a firm they can count on – in those situations we have created what we refer to as Strategic Alliances in many disciplines that are out of our realm of expertise.