Our Tax Strategies team executes on a wide variety of strategies designed to help our clients reduce income, increase deductions, leverage credits and increase withholdings—while always being mindful that minimizing taxes is never an end in itself, but rather is a means to help maximize returns.

Our team is highly skilled at leveraging the differences between earnings that are fully taxable at year-end; tax-deferred investments (like retirement savings accounts) that are taxable when distributed; and tax-advantaged investments that have deductions and credits that may reduce tax obligations.

Resources:

• Dynamic Cash Flow Tax Plan - Roth Conversion Roadmap

• WETCS Services Brochure

2024 Personal Finance Fact Sheets:

• Federal