Tax Strategies

Nearly all financial decisions have tax ramifications. Tax liabilities associated with investments, estate, gift and real estate taxes, among others, can take a toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your finances and investments seeking to maximize tax-efficient strategies in line with pursuing your overall financial goals.

We are always happy to work with your CPA or other tax professionals, or refer you to professionals we work with on a regular basis. This can help to ensure your tax planning needs are fully addressed across all aspects of your finances, including year-end planning and estate planning.

Tax services, including income tax return preparation, are not offered by LPL Financial or the Jal Dennis Group.