Tax Planning & Reduction Strategies

Tax Day AheadMost investors spend numerous hours every year working with tax advisors to reduce their annual income tax. Yet, the largest taxes of all — the federal and state estate taxes — do not get nearly as much time or attention, even though proper planning may save a large percentage of your estate. Today, it may be more important than ever to protect your assets from significant loss due to estate taxes.

By focusing on the fundamentals of financial planning and the many complex issues raised by significant asset accumulation, we have developed extensive capabilities to address issues of asset preservation, liquidity, risk management, charitable and philanthropic pursuits, retirement and education funding, as well as wealth transfer and estate planning.

If you’d like to get a Second Opinion about your current financial plan, contact us using our Online Contact Form, or give us a call: (503) 291-1313.

We work to stay educated on the current and potential future tax laws by staying in close communication with experts in taxation and estate law so that we can make you aware of areas in your personal situation that might benefit from a review by a CPA or tax/ estate attorney.

You can’t avoid taxes, but you can avoid overpaying them. When you have wealth, taxes should be a year-round part of your financial planning & management activities.

Do you have questions or concerns about your current financial plan? Contact us using our Online Contact Form or call (503) 291-1313 to schedule a complimentary, no obligation introductory meeting.

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