Income Tax Planning

No one likes to pay income taxes and for most families, it is one of their largest expenses each year.

Tax reduction is usually accomplished by controlling or reducing your taxable income, increasing your deductions and adjustments, or taking advantage of the various tax credits available. As part of our planning process, our advisors review your prior tax returns and look for opportunities to reduce your liability. In addition, your investment portfolio is managed in a tax-efficient manner where we are looking at the best time to take capital gains or losses and to monitor those mutual funds used in your portfolio for payments of dividends and capital gain distributions.