State and Federal Taxes

Tax Planning

Every year state houses and Capitol Hill give us new and sometimes dramatic changes to tax structures. The general rule of deferring income and accelerating deductions may or may not apply under revised tax code. In these conditions, your tax bracket and personal goals determine proper planning. 

Tax-Efficient Portfolio Construction 

The percentage of taxes you pay on investments of course largely depends on how much you make. However, fluency with the rules, knowing which accounts to invest in and managing your income and more can greatly affect your portfolio's tax liability. That's where we come in.