Tax Minimization Strategies

Smart strategies for tax-efficient wealth.

Decreasing your tax burden is an integral part of a robust financial plan. That’s why we offer clear and actionable tax minimization strategies as part of our integrative planning process. We maintain ongoing dialogue with you (not just during tax season) to help identify opportunities for tax efficiency.

Tax documents, a pen, and a coffee mug on a desk.

Ready to take charge of your tax bill?

Our primary focus areas include:

  • overall tax reduction on current investments

  • cost basis

  • realized gains

  • carry forward losses

  • tax loss harvesting

  • deductions & credits

  • Roth conversions

  • discussing potential tax implications of business entity structures such as LLCs & S Corps (in coordination with your tax or legal professional)

  • estate taxes

This work can look different each year depending on changes in tax laws and your situation. We stay abreast of these and other important changes to help us keep your investments, income plan, and estate documents relevant and optimized. To help ensure a cohesive financial plan and tax return, we also collaborate with your tax advisor to identify tax filing options that support your financial objectives.