×
Tax Planning
Services include:
An annual review of your tax return along with planning for the year ahead.
Close coordination between you, your CPA, and our firm.
Determining the most tax-efficient places to save & invest.
Planning for the taxation of stock options & equity compensation.
Roth conversion strategies, backdoor Roth & mega-backdoor Roth contributions.
Tax harvesting - optimizing the timing of taxation on gains and losses from your investments.