Our Approach to Tax Planning

A tax-sensitive approach to financial planning

We work as a team with you and your other professional advisors – accountants, tax attorneys – to help minimize the impact of taxes. By developing and implementing strategies to lessen or shift current and future tax liabilities, we can improve your prospects for meeting your financial objectives.

In addition to impacting your life today, prudent tax planning can play a large role in the amount of wealth you will be able to someday transfer to your heirs. Keep in mind that tax laws are often complex and frequently change.

Investments in tax-deferred accounts should be different than taxable accounts. It’s important to recognize the tax ramifications of capital gains, qualified dividends, turnover ratios and other factors in the selection of investments.

Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person

*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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