Individual Tax Planning

We help to position and educate our clients for the best tax outcome possible. We provide ongoing or year-end tax consulting related to retirement contribution needs, tax loss harvesting analysis and recommendations, income tax liability projections, or advice on certain tax positions.

• Retirement contribution computation

• Working closely with your CFP for tax loss harvesting opportunities

• Year-end tax planning

• Inheritance advice

• Guidance on Charitable Remainder Trusts and Donor Advised Funds

• Calculating tax effects from Required Minimums Distributions

• Sale of home advice

• Ongoing communications with existing clients related to relevant regulation updates.

• IRS Audit Support