Tax Planning

The difference between death and taxes ...
is that death doesn’t get worse every time Congress meets.

“The taxman cometh”, as the old adage goes, but there are tax planning strategies that can be considered to help minimize Uncle Sam’s yearly payday. Tax advantaged investments, tax-deferred growth, and the strategic placement of assets to minimize your yearly tax bill are just some of the actionable strategies that can be employed within the management of your wealth. We advise you on which assets should be utilized first in retirement, when you should harvest a tax-loss or take a capital gain, the tax implications for holding particular investments, and the list goes on. Clearly understanding the impact of taxes is vital to achieving your financial goals. Therefore this is a fundamental focus for us in the management of your wealth.

Epic Insights

Market Update – Tariffs Bring April Showers
Apr 4, 2025

April showers came a month early as stocks fell in March. Tariffs were the primary cause of the market jitters, although that uncertainty became too much for markets to shrug off once economic data started to weaken.

Six Keys to Investing
Apr 2, 2025

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

Organizing Your Finances When Your Spouse Has Passed
Mar 31, 2025

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.

Insights + Resources >