CAPABILITIES

Wealth Building Strategies

Your choices at every phase of life affect your investing, borrowing, estate planning and insurance decisions, as well as your tax liability. We want to be part of the team that guides you through those life decisions and ensures you’ve considered all the possible impacts on your ultimate goals.

Tax planning is key to wealth planning

Yes, we prepare tax returns for closely held businesses and the high-net-worth individuals and families who own them. But if your idea of a relationship with your tax advisor is meeting once a year to file your return, we may not be the best solution for you.

We best serve clients by working closely to connect the dots between your current tax situation, your priorities and your financial goals. We also believe that decisions shouldn’t be made in silos, and tax planning is no exception.

The best results almost always come from collaboration between your tax professional and other financial advisors. That’s why we prefer to work closely with you and your team to develop tax strategies that fit your wealth plan.

When we all come to together as a team, we can develop an aligned set of strategies designed to build and preserve your wealth.

Life is complicated. It’s why we believe in collaboration with you, your business advisor, wealth advisor and, when needed, your attorney. Because when we work together, you will see the possibilities in your financial situation.

A winning wealth strategy integrates your taxes, tax planning, investments, insurance, retirement and estate plans to produce the best results.

More than a tax return

In addition to tax returns, we help clients plan for life events and the tax implications associated with them, including:

  • Cash windfalls
  • College education
  • Care for aging parents
  • Business exit planning
  • Retirement spend down
  • Generational wealth transfer
  • Estate planning and taxes

See the possibilities in your financial situation.

Marriage. Buying a house. Children. Building a business. College. Retirement. All of these are life-changing and financial decisions. We help clients consider the possibilities associated with them.

Our Insights:

Wealth Building Strategies

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Reducing taxes via exit planning

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Wealth Building Strategies
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