We think about taxes constantly so that you don’t have to.

Working alongside your CPA, we are focused on finding ways to minimize your taxes throughout the year.

What can this look like?

• Creating an optimized strategy for exercising stock options – avoiding any Alternative Minimum Tax (AMT) surprises and maximizing the money in your pocket.
• Making use of low-income years to make Roth conversions and therefore lower your future Required Minimum Distributions (RMDs), keeping you in a lower tax bracket in retirement.
• Timing sales of assets so that you avoid incurring additional taxes in a high-income year. Maximizing your use of tax advantaged savings accounts – from Health Savings Accounts, to 401(k)s, Traditional IRAs, and Roth IRAs.
• Analyzing the impact of Net Unrealized Appreciation (NUA) on company stock in your 401(k)

The list goes on. Tax implications are with you year-round, but many people only think about them when it’s time to file their return. Let us help you keep more of your money.