Broker Check

Tax Management

  • Income tax strategies
  • Alternative minimum tax strategies
  • Capital gain/loss strategies

Do you know the latest tax laws and how they affect you? Are you keeping as much of your earnings as you can in your own pocket? 

It’s difficult to keep up with laws that change constantly and figure out how complex rules apply to your personal situation. Your financial planner can provide guidance. It’s his or her job to keep abreast of current regulations and to give you the benefit of his or her professional knowledge and experience. While only your accountant or attorney may provide tax or legal advice, your financial planner can work with them to coordinate a plan that best suits your needs.