Focus on tax efficiency
Our single biggest expense in life will be taxes. We all have to pay them, however, we are not required to leave a tip!
Therefore, to the extent possible, we will work to limit both your current and future tax liabilities. We employ various strategies and solutions to do this. We will integrate our efforts with your other professional advisors (tax and legal advisors) for optimal results. We will not allow the “tax tail to wag the investment dog”, but nonetheless there are many opportunities available to reduce your personal, corporate and estate taxes.