top of page

TAX
PLANNING

LARGE OR SMALL, EVERY FINANCIAL DECISION YOU MAKE IS A TAX DECISION.  

 

MINIMIZE TAXES BY PLANNING AHEAD

Waiting until tax time to reduce your taxes is often "too little too late" as proper tax planning is a year-round process.  Whether you are in retirement or many years away, we help you build a tax strategy around your unique circumstances so you don't miss out on tax saving opportunities.  

Blurred Business People_edited.jpg

AREAS WE CAN HELP YOU TO MINIMIZE, POSTPONE,
OR ELIMINATE TAXES:

 

  • Take advantage of tax deferred or tax-free investment accounts

  • Focus on tax efficient or tax-free investments

  • Optimize asset location between your taxable, tax deferred and tax-free accounts

  • Harvest losses or gains when advantageous

  • Defer or accelerate income when advantageous

  • Avoid tax traps

  • Choose what income sources and assets to tap first in retirement

  • Consider Roth conversions to fill income gaps

  • Utilize tax-free accounts for college savings

  • Determine eligibility for tax deductible Health Savings Accounts

  • Monitor changes to the tax laws to identify tax planning opportunities

​

YOU WORKED HARD TO EARN YOUR MONEY, AND BY TAKING ADVANTAGE OF TAX SMART STRATEGIES, YOU CAN MINIMIZE THE IMPACT OF ONE OF YOUR LARGEST EXPENSES - TAXES.

​

 

Separate from our financial advisory firm, our sister company, M. Freedman & Co., Inc., offers comprehensive tax planning services. These services include:

  • Federal, state, local and international tax planning and tax returns for individuals, partnerships, corporations and LLC's

  • Estate, retirement and benefits planning

  • Insurance planning and risk management

  • Business acquisitions, sales and valuations

  • Litigation support and expert witness services

  • Business management and family office services

  • Life events planning

  • Eldercare services

​

To inquire about our M. Freedman & Co., Inc.’s tax services, please click below.

bottom of page