November - Tax Aligned
Death and taxes— both which we advocate you try to avoid.
Taxes can be quite…taxing. Taxes add up to be one of if not the most costly item in your life. We set this time aside to engage in tax planning.
Proactive tax planning can lead to reduced tax liability. Through deliberate actions such as asset location, tax-loss harvesting, capital gain harvesting, Roth conversions, mega backdoor Roth conversions, business entity selection, and charitable giving strategies, our tax planning aims to help keep your taxes low today and tomorrow.