Taxes are an essential part of our overall process, not a stand-alone. We integrate tax expertise into financial planning and strategies, advice on mortgages and borrowing, life insurance coverage, cash flow analysis and budgeting, retirement planning, and estate planning.  – Len Schlangel, Senior Managing Director 

Tax Planning and Preparation

We are forward-thinking tax planners rather than after-the-fact tax return preparers. With taxes, it is not always what you do, but how you do it. We think ahead to stay ahead, understanding how investments connect to taxes and coordinating with your investment team in the interest of reducing your current and future tax burden.

Analysis and Monitoring

We pay close attention to the tax implications of your investments as it relates to the construction of your portfolio. We do a thorough analysis from the start to help ensure that you are paying the right amount of taxes. When objectives, the market, assets shift or tax law changes, we review the tax influence and coordinate your investment mix to continue to maximize after tax return.