Services Provided

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 “The hardest thing in the world to understand is income taxes.” – Albert Einstein

Income taxes are a drag on investment portfolio performance. We always look at constructing investment portfolios and choosing investment vehicles that provide maximum tax efficiency. Collectively we have over 75 years of working as Certified Public Accountants. Maintaining our CPA licenses requires 40 hours of annual continuing education, much of which relates to income tax planning and preparation issues for individuals.

We use our income tax knowledge and experience to make strategic recommendations that minimize tax exposure. Our services include:

• Asset location planning
• Income tax planning and preparation
• Tax gain and loss harvesting
• Tax-efficient investment management
• Estate tax planning and preparation