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Tax Planning

Tax Planning for Families & Professionals

Our Financial Advisors in Clackamas, Oregon and Spokane, Washington provide tax planning and financial consulting services to help you discover planning opportunities both now and in the future to help keep your lifetime tax liability as low as possible.  This is different than tax preparation (usually done by your CPA, Enrolled Agent or online services), which is focused on keeping you compliant with what the government thinks you owe each year.  Pairing tax planning with a comprehensive financial consultation allows us to dive deeper into your current budget, assets, investments and estate plans to help evaluate opportunities such as:

  • Maximizing and choosing betweeen tax-efficient retirement vehicles
  • Determining whether Roth IRA conversions and/or “Back Door” contributions make sense for you
  • Efficiently diversifying large concentrated stock holdings
  • Limiting or minimizing Capital Gains & Dividends taxes
  • Comparing the cost of realizing or deferring capital gains on investment real estate or a business sale
  • Preventing or avoiding tax bracket creep
  • Tax credit eligibility
  • Charitable giving strategies
  • Inheritance planning and beneficiary designations
  • And more!

We happily work with you and your tax professional to implement these ideas throughout the year and during tax season to enhance your overall financial planning.

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