Broker Check

Tax Reduction and Estate Planning

Tax Planning

We encourage you to leave tax planning to the experts.  As noted in About US, we are comprised of internal and external partners.  We have networked with a number of CPAs to provide tax services, consulting, and planning for the most complex circumstances. 

Internally, we help you by combining our ongoing understanding of your needs with in-depth and continuously evolving knowledge about investment and insurance products and strategies.  Different products can be tax sensitive, tax efficient, tax deferred, and tax free. How to use them strategically in a plan and how to register your accounts will have a significant impact on your after tax performance.   Practice areas:

  • Philanthropy/charitable giving/strategies
  • Business valuation services
  • Executive and deferred comp, equity awards, and planning
  • Traditional and Roth IRA strategies
  • Other unique strategies that align with your overall needs

Estate Planning

We encourage leaving estate planning to the experts.  As noted in our overview of About US, we are comprised of internal and external partners.  We have networked with a number of attorneys specializing in business and estate services, consulting, and planning for the most complex circumstances. 

Internally, we make sure your risk management and investments are titled/setup properly.  We identify how you may be able to improve the way you own or shouldn’t own your assets, with the intent to keep more for yourself and your heirs.

Do you have a will or a trust or complex financial life demanding sophisticated estate planning?  Have you properly registered your assets and accounts in the name of the trusts you’ve created?  We know many people make the mistake of not funding their trusts properly, rendering them worthless.  Have you updated your wills in the last 5 years to reflect changes in your lifestyle, family, or financial situation?

We can help you with your estate strategy.  As well, we’ll work with your attorney or introduce you to one you can trust.

<p>What If You Get Audited?</p>

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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<p>And the Executor Is</p>

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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