wealth solutions

Strategic Tax Planning

intensive, boutique-level client service

No one likes surprises, especially from the IRS. The goal of our tax planning initiative is to set up a tax-efficient portfolio based on financial goals that also takes into account local, multi-state, federal, and overseas tax regulations to minimize present and future tax liabilities. We offer experience in income, gift, and estate tax, and develop customized strategies and long-term tax planning that help ensure that more of a clients assets work to maximize working and retirement income, and achieve estate planning goals