Income Tax Planning

With the new 2003 tax law, all investors need to reevaluate their income tax planning strategies given the new 15% maximum long-term capital gain and dividend tax rate. We also evaluate your IRA strategies including taking a look at whether a Roth IRA contribution or conversion may be suitable for your situation.

Our tax planning module is full of those little issues that clients often wonder, “Should I be doing that? Why didn’t my financial adviser talk to me about this technique?” Call one of our advisors to schedule an initial consultation regarding your situation. You may find out that you were single handedly trying to pay off the national debt on your 1040.