Pay your taxes, but not one penny more…
Everyone has to pay taxes. There is no way around that. But nobody should ever pay one penny more than they are legally obligated to! Our team oriented professionals work hard to make sure we can reduce capital gains taxes through managing tax lot preferences and tax harvesting, we reduce wealth transfer taxes through careful estate planning, and for those who prefer an aggressive strategy to deal with earned income taxes, we have professionals for that. When was the last time your investment professionals worked diligently with the accountant and legal team to implement these tax savings programs?
*This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax advisor.