Services

We evaluate your individual tax situation, finding the best method to minimize your tax liability, and guide you through all challenges that may develop along the way. We continuously update our strategies to conform with the ever changing tax codes and regulations to ensure you don’t miss out on valuable tax credits and deductions.

Donor-advised funds provide a simple way for investors to get immediate tax deductions and avoid capital gains tax liability on appreciated assets. We'll work with you to help set up donor-advised fund in Your Family Name and then you decide where and when to make gifts to your charities.

Our clients use family gifting strategies to remove assets from their taxable estates. These strategies help reduce future estate taxes, and benefit your family members immediately.

A combination of federal and state taxes can significantly reduce the assets your heirs receive. Strategic estate planning is critical to maximizing the share that future generations will enjoy.

We actively tax manage throughout the year taking losses to offset gains where possible. We are also keenly aware of the thresholds and brackets that kick in higher capital gain and income tax rates. We work to limit taxes in all of our portfolio decisions.

With tuition inflation averaging >5% a year, you cannot afford to subject your education savings to unnecessary taxes. The right college savings plan can help ensure that you save effectively and efficiently, and gives you a state tax deduction.