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Tax Strategies

Tax strategies are essential to our practice. Timing is equally important as the amount paid, and we recognize that strategies that defer or reduce taxes have a major impact on your bottom line. You worked hard to get here, and your financial plan must be equally responsive in protecting what you’ve built.

For clients in both the individual and corporate world, we seek to specialize in maximizing income (both before and after-tax), protecting assets against taxes and inflation, identifying tax deferral and minimization, and more.

Just as you diversify your assets among cash, stock, bonds, alternative investments, and real estate, our advisors also believe in diversifying your assets from a tax perspective. By incorporating such diversification with careful generational planning, pension plans, deferred compensation plans, and precise investment strategies, our strategies seek to empower you to respond to changes in tax codes and protect your retirement money irrespective of these changes.

Information found on this website is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. All investors should consult with a qualified tax or legal professional prior to making any investment decision. Neither the named Broker Dealer, its representatives, nor the named Investment Advisor offers tax or legal advice.