Tax Planning

Keep More of What’s Yours.

Taxes should not be thought of only in April. We believe in proactive planning and implementation to help you keep more of what is yours.


We use institutional tax software to create a concise tax report so you can easily visualize your taxes and see how forward-looking strategies will impact you. We then coordinate with you or your accountant to implement.

Key tax considerations for our clients:

✓ Optimizing investments for for tax-efficiency

✓ Deciding which accounts to draw from first in retirement

✓ Evaluating where a Roth conversions makes sense

✓ Giving to charity more tax- efficiently

Optimizing traditional vs. Roth 401(k) contributions

✓ Medicare surcharge planning and appeal

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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