Business owners and individuals often come to us hoping to reduce their tax burden. To make that happen, we need to know what you have in mind for your company, your family and yourself. Armed with this information, we can carefully coordinate your individual tax planning with your retirement, estate, and financial strategy.

We help you understand the impact of the complicated tax rules — and we do that in plain English. At the heart of our work is finding that delicate balance between “not paying tax before it is due” and avoiding unnecessary penalties. 

Our planning and advisory services focus on these key areas:

• Investment Planning
• Retirement and Financial Independence Planning 
• Education Planning
• Elder, Special Needs, and Chronic Illness Planning
• Charitable Planning
• Estate, gift, and trust tax planning 
• Generation-skipping transfer (GST) tax planning
• Planning for alternative minimum tax (AMT)
• Coordinating with other trusted advisors (e.g., attorneys, insurance consultants, etc.)