Tax Advice

We do not do your taxes, but we understand that without thoughtful implementation of your asset allocation plan, the tax impact on your portfolio can be significant. By preparing a detailed analysis of tax impact of selling or gifting assets, we can help you avoid unpleasant surprises at tax time. We encourage the gifting of highly appreciated assets to charities that our clients already support as well as to family members in lower tax brackets. On a quarterly basis we prepare a Form 1040 pro forma to calculate and adjust the amount of estimated tax payments based on year to date realized gains and changes in income. We work closely with your tax professionals in the filing of your State and Federal income tax returns