Do you offer tax planning services? If so, what does that entail?

Yes, our tax planning services involve current and multi-year tax planning strategies for our clients. We evaluate client portfolios for income tax planning, estate tax planning and gift tax planning. An impactful tax planning strategy we implement for clients is Roth conversion evaluation. We’ve been able to save client’s hundreds of thousands of dollars in taxes through implementing multi-year Roth conversion strategies. Click here to read a case study where we implemented this for a client.