Tax Planning


It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later. However, similar to planning that goes into living a happy and fruitful life, a well-planned tax strategy can yield great benefits – but only if it’s done professionally, and earlier on during your wealth accumulation cycle.  

Our Tax Planning philosophy is not centered around tax avoidance, but rather on helping you structure your finances so you and your family aren’t overburdened by an undue tax liability.  

Your Job:

  • Determine your tax tolerance(If you want to change your taxes you have to change your facts!)
  • Send past tax returns for review and annually
  • Consult us before major decisions to review any tax impacts


Our Job

  • Review past tax situation
  • Educate on tax savings strategies with tax compliance
  • Advise and assist implementation of tax strategies around
    • Real estate transactions(rentals, installment sales, 1031 exchanges, capital gain, real estate professional status
    • Tax loss harvesting
    • Investing with tax location implications
    • Retirement tax around social security, IRMAA, social security filing, RMDs
  • Tools We utilize
    • Taxslayer, Bloomberg BNA tax planner, Rightcapital, Income Lab

Free Resources

Tax Tips