Tax ManagementExplore strategies to help defer, reduce and better manage your taxes.
We help you explore the most cost-effective solutions to help cover a number of possibilities. We have no proprietary products to sell and no quotas to fill. We simply offer independent, objective advice that serves your best interests.
Our Tax Management Services Include:
Estate Tax Reduction Strategies
Direct Access to our CPAs on Staff
Powerful Tax Management Review with Complex Scenario Analysis, Including Tax Impact of Financial Recommendations
Furnish Materials Required for Tax Preparation, Including Tax Forms and Other Relevant Items to CPA
Cross Border or Residency Planning
Outsourced Bill Pay Solutions
Network of Entity Formation Specialists
Integration & Coordination with CPA on Tax-Savings Strategies
Are you looking for objective tax advice that serves your best interests?We have the experience and resources that can help create a total coordinated picture. Meet our Director of Tax Strategy.
More About Our Tax Management Services
Diversify your portfolio in a very tax efficient manner with Concentrated Stock Planning.
You may feel handcuffed due to a low cost basis or employer-imposed restrictions. Let us help you make the most of your concentrated position. We will coordinate with your tax advisor to minimize the tax impact of divesting over time. Solutions include custom option strategies, exchange funds, and writing index put/call spreads.
The Exchange Fund allows investors who have at least a $5MM net worth transfer their highly appreciated concentrated stock position into a diversified S&P 500-like fund without triggering capital gains taxes. This allows our clients to diversify their portfolio in a very tax efficient manner.