Get Started For No Obligation

1

Schedule a 1 hour, no-cost, no-obligation meeting to learn if we can help you. 

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We’ll build a tax strategy for your future.

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You have a plan to reduce your taxes no matter what changes come.

Expert Tax Advice When You Need It

Building a tax plan means anticipating changes in your financial situation and knowing the correct course to reduce your taxes owed. The financial decisions you make are mostly final from a tax standpoint. That’s why having a trusted expert to explain the options and their consequences is critical to making the right decision when it matters.

Expecting A Change? Understand Your Tax Options

Big life changes come with tax obligations and opportunities. We help clients make informed tax decisions through the following transitions:

  • Retirement
  • Sale of a property or large asset
  • Starting a business
  • Marriage
  • Divorce
  • Inheritance
  • Estate Planning

Qualified Charitable Distributions

After you are over 70.5 you can withdraw money (up to $105,000 annually) and have it sent directly to a 501(c) 3 charity. The withdrawal is non-taxable to you and county for your required minimum distribution (RMD).

The Tax Landscape Changes – We Can Help You Navigate It

Our clients have tax strategies that reduce their tax bills to help grow their wealth. But tax regulations change all the time, so their plans evolve to remain effective and legal. 

The SECURE act passed in December 2019 has made major changes in beneficiaries inheriting retirement accounts. Let us assist with IRA Distribution Planning: designating your beneficiary, withdrawing your money in the most efficient way and developing strategies to reduce your income tax.

We stay on top of tax regulations so you don’t have to. Your strategy evolves to continue giving you the best savings.

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