Tax planning aims to manage your tax liability using the existing provisions of current tax law. Our tax strategies team uses an advanced understanding of today’s tax laws to provide guidance on your income and expenses. We will never recommend misusing the law to avoid paying your taxes. Our team works to make sure that the taxes you owe are fairly applied to your income, while also educating you about ways you can reduce your taxable liabilities so you can work toward sustaining and growing your wealth.  

Keeping your wealth in a mixture of retirement accounts with different tax treatments (taxable, tax-deferred, tax-advantaged) can allow you to strategically manage your tax liabilities, offering greater flexibility in the future. Our comprehensive retirement income planning services can help you select a mixed set of retirement accounts to mitigate the risk of loss while supporting healthy tax liabilities.  

Our tax planning team can assess your full financial portfolio, including personal and business holdings, to provide proactive strategies designed to help you reach your retirement goals by optimizing your after-tax return and helping to create a tax-efficient retirement. From assistance in complicated annual tax filings to guidance for active financial investments, insurance, asset sales or purchases, or estate planning, our experienced team can help you apply tax planning strategies across your portfolio.