Planning for all of life’s situations
When we start your financial plan, we perform a formal review of your tax return. Our services include tax minimization strategies, gifting strategies, as well as timing strategies.
A Detailed Examination
We examine your “tax buckets” and review the tax efficiency of your existing investments. Often, clients have stock options, real estate holdings or businesses that add to the complexity of their tax situation.
Giving you a Head Start
By understanding the moving pieces and parts, we can create a strategy that will hopefully save money on taxes in the long run. Aspen coordinates with your existing tax advisor behind the scenes making certain that our recommendations work into your tax plan. For many clients, Aspen prepares their annual tax returns, and the strategy work is all completed in house. Tax preparation is under a separate agreement.