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Tax Planning

Client Centered

Taxes have a prominent effect on achieving financial goals. When taxes are not managed properly, they can have a negative impact on your overall financial situation. Our firm uses our knowledge in this field to help structure tax efficient plans to help manage those negative effects. Our team can work directly with your accountant. Our tax services include:

  • Assembling tax managed investment strategies for taxable accounts when needed
  • Seeking tax loss opportunities in your investment portfolio to take advantage of capital losses
  • Working closely with your team of professionals to help reduce taxes where applicable

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