Minimizing Taxes, Maximizing Impact

Advanced Tax Planning

Through proactive and personalized strategies, we help you reduce your lifetime tax burden while aligning your finances with your goals. From Roth conversions to charitable giving strategies, our approach is coordinated and thoughtful—often working in tandem with your tax professional to ensure seamless planning.

Your journey is unique. We’re here to help you make smarter choices—every step of the way.

We offer support with

  • Optimize the use of Qualified plans - traditional and Roth
  • Tax loss and gain Harvesting
  • Charitable giving strategies including Qualified Charitable Distributions (QCDs), Donor
  • Advised Funds (DAFs), bundling of donations, and donation asset selection.
  • Note - working cooperatively with the client’s tax preparer/CPA.

2022 Tax Report for SAMPLE client SAMPLE client

KEY FIGURES

Total Income $66,100
AGI $56,100
Deductions $27,300
Taxable Income $28,800
Total Tax $0
Filing Status Married Filing Jointly
Marginal Bracket 12.0%
Average Rate 0.0%
2023 Safe Harbor $0
Tax Exempt Pct. of Total Interest 27.6%
Tax Exempt Interest $800
Qualified/Ordinary Dividends $0 / $0
ST/LT Capital Gains $0 / $0
Carryforward Loss $0
Credits Claimed $6,400

Ordinary Income

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Capital Gains

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