Tax Planning

It is a fact of life: the more you have, the more taxes you have to pay. Smart tax planning means keeping more of your hard-earned money where it belongs, in your pocket or purse.

There are tax implications to each and every element of your integrated Wealth Management Plan.  We can recommend strategies designed to minimize the tax burden on your income and investments, as well as defer tax until a time when your income is less.

Remember: it is not what you make that counts. It is what you keep.