From advisors to tax professionals, our teams are under one roof, here to get to know you and create a personalized wealth management strategy designed to change along with you.
As you begin the new year, it’s a good time to both prepare for your 2021 tax filing and work with your advisor on 2022 tax strategies. Are you taking advantage of the gift and estate tax exemption? Should you consider tax loss harvesting to offset realized gains? We’ve created a tax guide to help you think through answers to these questions and others before you meet with your wealth advisor and our in-house tax team. Download our 2022 Tax Guide.