Tax Planning

Understanding tax strategies and managing tax liability should be included with any sound financial approach. Certain taxes can be deferred, and others can be managed through tax­ efficient investing. As a former CPA, Scott holds valuable individual and corporate income tax experience, and uses a thoughtful and diligent action plan to help our clients navigate the impact of taxes on their financial efforts. We often work in collaboration with your CPA to determine how strategies directly impact your tax situation. You’ll have peace and confidence knowing your wealth advancement is being strategically managed to minimize the effects on your taxes each year.