Tax Planning & Preparation
No one likes to pay more than their fair share of taxes. Our team of experts will help develop creative tax strategies to keep more of your hard-earned money and not leave the IRS a tip. In addition to reducing your lifetime tax bill, our tax preparation partners can file your tax returns. You’ll now have a team working on your behalf from start to finish.
Some of the questions we often hear are:
- Should I be making Traditional IRA or Roth IRA contributions?
- What can I do about having so much money in pre-taxed accounts? (401(k))
- Can you help me understand the tax ramifications of selling my company stock options?
- I want to sell my real estate but am afraid of the taxes. Is there anything I can do?
- Should I consider a Roth conversion?
- When I turn 72, how will the required minimum distributions (RMD’s) affect my taxes?
- How can charitable giving strategies help reduce my taxes?