There are multiple ways we help our clients reduce or manage their taxes. We utilize a tax-efficient strategy of positioning assets in accounts to minimize taxable income and maximize deductions and return on investment. We also work with our clients’ tax professionals or review our clients tax returns to ensure effective long-term tax planning strategies.

When it comes to retirement planning, we assist in retirement account funding such as contributing to a Roth Individual Retirement Account (IRA) or performing a backdoor Roth as well as evaluating and managing Roth conversions.

In the realm of portfolio management, our tax planning takes the form of tax-loss harvesting or intentionally realizing capital gains as well as managing highly appreciated stock for use in charitable giving.

Video: The Value of Systematic Roth Conversions

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In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.

Pay Your State Tax By Donating to Charity

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If you have a tax credit eligible charity where you like their work better than the state government, then consider redirecting your state tax to fund the charity instead.

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