POST TAX SEASON BRIEFING

After-Tax meetings can be short, 15- or 30-minute calls where we answer questions you may have. Another option could be a conference call with both you and your tax advisor, so we're all on the same page and working together to minimize your tax consequence.

Send us copies of IRS Form 1040 and Schedules so we can identify opportunities for greater tax efficiency via IRAs, 401(k)s, family gifting, RMDs, charitable giving, etc.

Let us help you now (and year-round) grow after-tax wealth.