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 & tax 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 tax planning strategies to minimize the effect taxes have on your overall wealth.