We plan and execute tax strategies year-round so your investments and taxes work together.
Quarterly estimated payment calculations
Tax return preparation (optional) or CPA coordination
Proactive monitoring and strategy adjustments
Social Security timing to minimize taxation (up to 85% taxable)
Withdrawal sequencing across multiple accounts
IRMAA management ($103K single / $206K married thresholds)
Model conversions in low-income years to reduce future RMDs
Project 5-10 years out to optimize timing
Execute conversions before December 31st deadline
Tax-loss harvesting throughout the year
Capital gains timing to avoid NIIT (3.8% surtax) and IRMAA thresholds
Asset location (tax-efficient placement across account types)
Qualified Charitable Distributions (QCDs) from IRAs age 70½+
Donor-Advised Funds (DAFs) for multi-year tax planning
Charitable Remainder Trusts (CRTs) for complex situations
QSBS qualification and timing strategies
Installment sale structuring
Pre-sale charitable planning
I'm planning to sell my company in the next three years—what can I do now to minimize taxes and maximize what I keep?
How can my CPA and financial advisor work together to lower my taxes?
Is my investment strategy costing me too much in taxes?
I'm taking RMDs, Social Security, and a pension—am I paying more in taxes than I need to?