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Tax Planning

Developing tax-efficient strategies to protect and grow your wealth

Whether you are planning for your own retirement, a loved one’s education, or the best way to transfer your wealth to the next generation, any sound, forward-looking plan to maximize your wealth needs to take taxes into account. Everything we do for our clients is viewed first through a tax efficient lens. 

That means not just looking at the current tax year, it means looking for tax efficient ways to give to charitable causes that are meaningful to you, to save for and fund education, to pass your wealth to the next generation, and fund your retirement paycheck. Our careful attention to details and years of experience developing tax-efficient strategies will all go to work for you.

Tax Planning Services

  • Annual income tax planning
  • Coordination with your tax preparer or CPA
  • Roth conversion strategy management
  • Annual tax projection review
  • Medicare premiums management
  • Employee benefits analysis
  • Tax deferred contribution recommendations  
  • Annual tax return review
  • Lifetime income tax planning – Consider tax rates over your entire life to find opportunities to reduce your lifetime taxes and maximize resources for your family.
  • Income event tax planning – Whether selling a business or receiving a stock reward, planning for income events ahead of time can reduce the tax burden.
  • Estate tax planning – Help you find strategic ways to limit the tax consequences of passing on significant wealth to your family.  
  • Required minimum distribution management
  • Inherited IRA administration
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Five Lifetime Tax Management Tips for High Net Worth Families

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Anastasia Wiese’s GRBJ Commentary: Pay Off Debt or Invest?

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What is Regulation Best Interest and How Does It Impact you?

If you’re not a financial practitioner, you may have missed the news that the Security and Exchange Commission’s (SEC) Regulation Best Interest (Regulation BI) rule took effect on June 30 of this year. The rule doesn’t require anything of investors and is aimed at financial advisors offering investment advice and recommendations, but what is Regulation BI, how does it impact you and can it offer you a fiduciary level of care?

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