we are focused on reducing and/or managing the taxes of our clients wherever possible.

Our team of in-house and affiliated CPAs, Wealth Managers, and Attorneys work together to:

• Coordinate tax sensitive management of taxable accounts, where appropriate
• Make clients aware of legal options available to reduce or eliminate estate taxes
• Maximize clients retirement plan savings under current tax law
• Work with clients to reduce income taxes
• Provide tax advice to clients regarding real estate investments and transactions
• Prepare personal and business tax returns
• Advise clients who have charitable intent on tax-efficient ways to give using private foundations
• Provide consulting services regarding private stock, concentrated stock positions, stock options, and employee stock programs