Tax Planning

We understand that no one enjoys paying taxes. However, most individuals will not argue with paying a level of tax that they feel is fair. When evaluating the performance of in investment portfolio, it is important to gauge the impact of taxes on the returns. This factor is often ignored. Conversely, many times investment decisions are made with the emphasis on income tax implications, resulting in the "tax tail wagging the investment dog." We assist clients in reducing their taxes as much as is allowable by designing a goal-focused portfolio that is tax efficient.