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Tax Strategies

Taxes are complex. We can help.

Not surprisingly, taxes play a large role in just about everything we do. Unlike many traditional brokers, who downplay or ignore important tax issues, we embrace them. As CPAs, we know the value that comes with sound tax planning, and we have developed significant expertise in the complexities of retirement planning and investment management. Our strategies are not exotic or risky; we simply use existing tax law to help you defer more taxes while saving for retirement, and manage taxes more efficiently once you reach retirement.

We can help with...

Although we have significant expertise in these areas, we encourage our clients to also cover these matters with their tax advisors in the context of their overall tax situation. We work closely with our clients' existing tax advisors and, if necessary, we can refer clients to one of a trusted group of CPAs who specialize in tax advice and tax return preparation.