Step 3: Tax Planning & Preparation

Step 3: Tax Planning & Preparation


Goals & Outcomes:

  • Maximize after-tax return
  • Minimize your tax liability
  • Optimize your portfolio's long-term tax strategy
  • Support your preparation and submission of tax documents

Tax Planning & Preparation focuses on the most important number in your portfolio: the after-tax number. We analyze your current tax strategy, identify sources of inefficiency,  and recommend actions to minimize the effect taxes have on your wealth.

Along with tax planning in your portfolio, we also assist in the preparation of tax documents for your return.


Goals & Outcomes:

  • Maximize after-tax return
  • Minimize your tax liability
  • Optimize your portfolio's long-term tax strategy
  • Support your preparation and submission of tax documents

Tax Planning & Preparation focuses on the most important number in your portfolio: the after-tax number. We analyze your current tax strategy, identify sources of inefficiency,  and recommend actions to minimize the effect taxes have on your wealth.

Along with tax planning in your portfolio, we also assist in the preparation of tax documents for your return.