Tax Planning involves seeking ways to minimize current and future income taxes as a part of your overall financial planning picture. For example, recommendations may be offered as to which type of account(s) or specific investments should be owned based in part on their tax efficiency, with consideration that there is always a possibility of future changes to federal, state, or local tax laws and rates that may impact your situation.
We recommend that you consult with a qualified tax professional before initiating any strategy. We will participate in meetings or phone calls between you and your tax professional with your approval.
