Income Tax Planning

Reducing federal income tax liability is possible with the correct understanding of income or estate tax issues and costs involved. We can provide you with a working knowledge of those complexities to help you strategize and preserve your assets.

• Review of Cost Basis
• Review Realized Gains
• Carry Forward Losses
• Tax Loss Harvesting
• Tax Return Review
• Roth Conversion Opportunities
• Health Savings & Flexible Spending Accounts