HIGH NET WORTH INDIVIDUALS

Income Retention & Growth Strategies

Timing. It is never too early or too late to start a tax or investment plan. Our goal is to provide financial peace of mind. Our tax and investment professionals are well trained on changing tax incentives, regulations and wealth management strategies. They help maximize tax advantages when possible by utilizing tax credit and deferring tax liability, as well as ensure returns are properly prepared and filed. Our investment professionals are CPA’s and align investment planning decisions with your tax strategies to help develop the most favorable tax strategy possible.

Individual and Family Tax and Investment Services Include

  • Tax Planning & Return Preparation
  • Investment Planning
  • Retirement Planning
  • Estate & Gifting Strategies
  • College Planning
  • Family Wealth Planning
  • Second Home Purchases & Major Asset Decisions
  • Stock Option Strategies

Build, Retain &Transfer Wealth

Defer. Time allows you to build wealth. Deferring tax liability means you do not start paying taxes on that income until later in life when you normally are earning less and being taxed at a lower rate.

Gift. Time allows donors to transfer wealth annually, which reduces their estate value and enables financial resources to be shifted to anyone they wish to receive that gift. There are annual limits on gifting, which is why having time to implement a strategy can be a very effective wealth retention tool.

Create a Personal Tax and Investment Plan

Control. By integrating tax and investment planning, you are better able to control your tax liabilities and ultimately your ability to accumulate wealth. As CPA’s with extensive tax planning experience, our wealth management professionals view all investment recommendations through a tax planning lens. They will guide you and explain the tax consequences, as well as investment risk/return of any recommendations. They also work directly with our tax professionals to ensure a synchronized approach to your tax and investment planning.

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