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Tax Analysis & Planning

We've heard you loud and clear!

We know many clients are looking for ways to reduce their tax burden, and while only licensed tax professionals can provide formal tax advice, we can offer tax planning—education and guidance on strategies that may help lower taxes now and in the future.

With new industry tools that analyze your financial information under current tax rules, we’re now able to identify potential tax‑saving opportunities and help you make more informed, tax‑aware decisions as part of your overall financial plan and investment portfolio management.*

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WANT TO SEE DETAILS?

12-Point Tax Review Report

Our basic analysis is a 12-point review of your taxing filing. We assess your:

  1. Marginal Tax Rate
  2. Average Tax Rate
  3. Carry Forward Losses
  4. IRMAA Surcharges
  5. Capital Gains
  6. Qualified Dividends (of Total Dividends)
  7. Roth Conversion Opportunities
  8. Itemized vs. Standard Deduction
  9. Net Investment Income (NII) Tax
  10. Qualified Business Income (QBI) Deduction
  11. Phaseouts
  12. Review of Credits and Deductions


SEE A SAMPLE REPORT HERE!

Tax-time Summary Letter

When we manage investments for clients, we will provide you and your tax preparer with a summary of what documents to expect as you gather documents for filing.

This helps you and your tax-preparer to:

  • Organize your investment documents
  • Understand what types of accounts you have
  • Know which tax forms to expect
  • Summarize tax-related transactions from prior year


SEE A SAMPLE LETTER HERE!

Tax Scenarios and Projections*

For more complex situations, tax-year comparisons and future projections can be provided with an Advanced Financial Plan. We look for:

  1. Tax-efficient Investing
  2. Asset Location
  3. Tax-loss Trading and Capital Gain Harvesting
  4. Distribution Planning and Roth Conversions
  5. Charitable Giving
  6. Review Tax "Gotchas" such as Medicare IRRMA Surcharges, Net Investment Income Tax (NIIT) and Widow Penalty


SEE A SAMPLE ANALYSIS HERE!

Want to learn a bit more about who can benefit from tax planning and what we need from you to complete this analysis?  View this one-pager!

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Bonus Tax Planning Tools

Client Charts!

We provide custom flow charts to make complicated tax and financial concepts easier to follow. These visuals turn technical rules into clear, step‑by‑step guidance that clients can actually use.

Our flow charts help by:

  • Breaking down complex tax rules into simple decision points.
  • Showing how different choices (like exercising stock options or gifting strategies) affect outcomes.
  • Offering a quick reference tool during meetings or planning discussions.
  • Making abstract concepts more tangible and client‑friendly.


SEE A SAMPLE CHART HERE!

Important Numbers 2026

This chart provides a clear snapshot of the key IRS limits and thresholds that will apply starting in 2026. It’s designed to help clients quickly see the most relevant figures without digging through technical tax code updates.

Some highlights:

  • Federal estate and gift tax exemption amounts under the new law.
  • Updated retirement account contribution limits (IRAs, 401(k)s, etc.).
  • Key income thresholds for surtaxes like the Net Investment Income Tax (NIIT).
  • Standard deduction and other core tax parameters for households.


GET YOUR 2026 NUMBERS HERE!

*Tax reports and letters are provided as part of financial planning engagements or investment advisory services. Tax scenarios and projections are available for advanced financial plans, for an increased fee, if desired. Please note that this type of analysis is meant for educational purposes and to aid in planning discussions. Consult your CPA or tax accountant for formal advice and recommendations.