Tax Monitoring and Minimization

Wooden block on stack coins to show TAX concept

Tax Monitoring and Minimization

Frequently tax planning may mean adjusting withholdings or quarterly payments upon a quick April 15 review of the prior year’s results. To us tax planning means a deep analysis of all aspects of a client’s life:

  • On-going advanced-through-out the year constant tax planning
  • Wash sale of investments both active and passive
  • Careful Medicare income tax limit analysis
  • Option, RSU, NUA and other public market review
  • Advanced property tax clumping strategies
  • Personal sales tax planning strategies
  • Charitable and charity creation, organization and planning strategies