What we do
Forward Looking tax planning
We take a long term outlook that optimizes for paying the least amount of taxes possible over a lifetime, not just in this year. Small decisions now can shape future taxation. We bring an intentional outlook and stratgey to save future taxes.
Services Offered
Arrows in our quiver
Common tools we implement, tailored to your exact needs.
Tax-loss harvesting
By implementing direct indexing we are able to unlock greater tax savings than traditional index funds.
Roth Conversions
Converting money now from a traditional 401k or IRA can unlock future tax savings. Sometimes paying a little extra now brings huge future savings.
Donor Advised Fund
For those who are charitably inclined we can maximize tax savings in high tax years, and spread charitable giving over many years.
Qualified Opportunity Zone Funds
For those realizing large amounts of capital gains we can help defer taxes by years, and in some cases continue growing money in a tax advantaged manner.
How we work
Individualized tax planning
Every Client's tax situation is unique. We tailor our advice to what is relevant to you. We also do not replace CPA's and the important work that they do.
However, we offer a complimentary service that tends to be more forward looking and future oriented. Nobody enjoys paying taxes, you should be able to take advantage of the tools that are within the law to legally reduce your tax burden.
