INTEGRATED TAX PLANNING

Tax planning is integral to other financial planning processes, such as investment strategy, and mapping cash flow. When done well, it is a continuous process and not simply revisited each quarter. As your investment advisor, we can work with your accountant to track capital gains, coordinate charitable gifting strategies, and be aware of unusual cash flows that affect your taxes.

We can also determine the most strategic time for charitable giving in relation to your tax profile, and assist with Social Security optimization: is it better to collect a lower payment at an earlier age, or wait until you turn 70? Though income from Social Security doesn’t usually make a material difference for wealthy individuals, it’s still important to maximize returns.