Planning

Maintaining a Tax-Efficient Focus

Tax planning is an ongoing effort throughout the year. It starts in October or November with a review of portfolio activity, estimated income, and close communications with your accountant. In the New Year we help to organize all tax related documents and also determine retirement account eligibility. We also embed tax management into our investments process. From investment management to deferred savings to deductions, it’s not about how much you make, it’s about how much you keep.