We have all heard that there are only two certainties in life: death and taxes. While neither topic is particularly pleasant to consider, they cannot be ignored. We can help carefully plan around both subjects. We will work with you, your family, and other trusted advisors to create efficient strategies around tax management, as well as to help ensure your legacy and values endure for future generations.

Our proactive approach and process to tax management can be critical for success. Throughout your relationship with our team, we strive to always understand you and your family's objectives and evolving structure. In addition to this, we pay close attention to the ever-changing legislative landscape and will help you to understand how those changes coming out of Washington could potentially impact your plans moving forward. We then will modify our plans, along with your accountant and/or attorney, to help ensure your objectives continue to be met.

Examples of some of the tax and estate planning strategies we cover include:

• Charitable Giving
• Tax implications relating to executive compensation plans (e.g. stock options, restricted shares, non-qualified deferred compensation, 10b5-1, etc.)
• Tax aware investing
• Gifting
• Withdrawal strategies in retirement
• Year-end tax planning
• Sale of a business
• Trust Strategies
• Donor Advised Funds
• Social Security Taxation strategies