Lifetime Tax Planning

Our goal is to help you create a tax mitigation plan that is functional, understandable and successful.  We have the tools to customize lifetime income tax, gift tax and charitable planning for you, and to integrate these goals into a complete estate plan. As a part of this process, we work with your other wealth advisors to develop and implement a plan suitable to your needs. We can assist with the preparation and filing of gift tax returns and defend gift tax returns through the audit process. The process may also include assisting you with educating family members or younger generations about financial stewardship and philanthropy.