Broker Check

Tax Solutions

Tax-smart strategies require proactive planning.

Tax-smart strategies require proactive planning.

Every financial decision we make has potential tax implications—or opportunities. Our team is committed to a tax-smart approach in your investment strategy and holistic financial plan. We’ll collaborate with your CPA to be proactive in reducing your tax liability as you work toward your long-term financial goals.

We use the Tax Loss Harvester™ tool to uncover opportunities to offset gains in your investment portfolio. We’ll identify securities that can be sold at a loss to counterbalance unrealized gains and reduce your taxable income overall. These opportunities aren’t restricted to tax preparation season; they can occur all year long.

Education Library

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More

Have a Question?

Thank you!
Oops!