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Tactical Tax Planning

Keeping your wealth where it belongs, dedicated to your goals

"Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes"

- Judge Learned Hand, U.S. Court of Appeals

Man's hands writing on paper and typing on calculator to fill out taxes

Taxes are one of the most controllable, yet sub-optimized variables in wealth management. We believe avoiding excess taxation is key to compounding your wealth, which is why your personal tax consequences are factored into every recommendation.

Our Proactive Tax Planning Process


Your tax circumstances throughout the year to identify planning opportunities 


Outside income, assets, and liabilities into portfolio and strategy recommendations


With your team of tax, legal, and business advisors


Tax-minimized, charitably maximized gifting strategies 

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