Tax Planning

There are a number of strategies to employ before the end of each year and we will assist you in finding the right one for you and your situation. 

If you consider utilizing one or more of these strategies, like converting your traditional IRA, donating to a qualified charity, harvesting losses, or making gifts to family, we suggest you have a MASTERPLAN^® done first. 

To reduce the chances of owing money at tax time, we can make sure that your current tax withholding is up to date. Reducing and offsetting gains can lower your tax liability and increase possible deductions and credits.

Always be sure to review all tax strategies with an accountant prior to implementation to ensure all aspects of your situation are being considered.