What’s involved in our Tax Analysis?
A major focus of our investment philosophy is centered around tax mitigation.
We provide tax strategies, as it relates to your investments, to minimize the impact of taxes over the course of your lifetime - not just for the current year.
To be clear, we are not CPAs. We do not prepare taxes or do other accountant-specific tasks. Instead, we work with your CPAs to address personalized tax reduction strategies that may benefit you.
Mitigating income, capital gains, and estate taxes is a major financial concern for almost everyone. Tax laws are constantly changing, and sometimes the changes can be extreme. If you’re not paying attention to them regularly, they can easily be overlooked, and eat up a great deal of your wealth.
