Tax Planning

Minimizing taxes requires a proactive approach to tax planning that takes advantage of every opportunity for tax deductions and explores unique tax-advantaged solutions. Our in-depth knowledge of real estate and estate planning enables us to provide a detailed analysis of your own tax situation and uncover innovative ways to use tax laws to your advantage for potential savings.

Our tax planning process includes:

  • tax-efficient investment selection
  • tax loss harvesting
  • deduction maximization
  • proactive and year-end tax reviews
  • tax-advantaged college savings
  • charitable gifting strategies
  • estate planning strategies to reduce transfer taxes and expenses

I believe in a mindful approach to life. I practice yoga. I meditate. And I try to make choices th...