Taxes matter. Taxes have an impact on most financial planning decisions. Taxes impact every type of business, every individual who earns income of any type, and many financial transactions.
An effective tax strategy is a thoughtful plan to minimize taxes as a part of the individual’s overall financial plan. It is more than just wishing you could lower your tax bill.
Our process is designed to help you think through the possible tax consequences of various courses of action and planning an execution strategy that minimizes the tax impact.