TAX PLANNING IS A CRITICAL COMPONENT OF ANY FINANCIAL PLAN OR INVESTMENT STRATEGY.

Taxes can take a big bite out of your income and investment gains, so proper planning is critical. We’ll incorporate your specific tax circumstances into your custom financial plan and investment portfolio.

TAX PLANNING AND STRATEGIES

  • Tax-Efficient Portfolios
  • Tax-Managed Portfolios
  • Low Portfolio Turnover
  • Tax-Loss Harvesting
  • Net Unrealized Appreciation
  • Estimated Capital Gains
  • Roth Conversions
  • Tax Return Analysis and Review
  • Income Tax Projections
  • Portfolio Distribution Strategies
  • Charitable Giving
  • Social Security Optimization
  • Stock Option / RSU Analysis
  • CPA Collaboration

COLLABORATION WITH YOUR CPA

We will gladly work closely with your CPA to ensure your financial plan and investment portfolio are optimally aligned with your complete tax situation. If you do not have a CPA, and would like to engage one, we have several strategic partnerships with CPA firms in the Houston area. We can certainly coordinate that engagement and will continue working with them on your behalf in the future.