Income Retention & Growth Strategies
It is never too early or late to start a tax or investment plan. Our goal is to provide peace of mind. Our tax and investment professionals remain current on changing tax incentives, regulations and wealth strategies to help you maximize any potential benefits. Our tax professionals have many years of experience and will customize a strategy based on your unique financial position.
Individual & Family Tax Services Include:
- Tax Planning & Preparation
- Estate & Gifting Strategies
- Retirement Strategies
- Financial Planning
- College Planning
- Retirement Projections
- Second Home Purchase & Major Asset Decisions
- Stock Option Strategies
Build &Transfer Wealth Using Time
Long-term tax planning allows you to earn income for decades by deferring tax liability. Deferring tax liability means you do not start paying taxes on that income until later in life when you normally are earning less and being taxed at a lower rate. Time also helps with gifting strategies by allowing the donor to transfer wealth, which reduces taxable income and enables financial resources to be transferred to anyone they wish to receive that gift. There are annual limits on gifting, which is why time to implement a strategy can be a very effective wealth retention tool.