Tax Planning

We don’t like to see people paying more tax than they need to. While the term “tax planning” is often used, it is not necessarily well understood. Most people either don’t do any advanced tax planning or they wait until the last minute to try and do something about reducing their taxes.

The art of tax planning can employ effective tax efficient financial strategies, so you can have more money to save & invest, or more money to spend. Below are common scenarios where advanced tax planning could be beneficial.


You are self-employed or a business owner/entrepreneur.


You have investments with significant unrealized gains or losses.


If you’ve had a dramatic change in your income (up or down), or a change in jobs


If you have heavy employer stock and stock options.

Tax Planning Educational Resources

Still have a question?

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.