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GENERAL SECTION

With multiples CPAs on staff, we analyze every decision through the important lens of TAXES. At a minimum, we hope that advisors at other firms consider taxes when looking at investment decisions, such as rebalancing, tax-loss harvesting, capital gains, and what investments should be held in qualified or non-qualified accounts. However, there are many important decisions affected by taxes that the people we help have to make outside of their investment accounts. With the help of our CPAs, including a forensic accountant, we’re able to provide guidance for any of these decisions. With multiples CPAs on staff, we analyze every decision through the important lens of TAXES. At a minimum, we hope that advisors at other firms consider taxes when looking at investment decisions, such as rebalancing, tax-loss harvesting, capital gains, and what investments should be held in qualified or non-qualified accounts. However, there are many important decisions affected by taxes that the people we help have to make outside of their investment accounts. With the help of our CPAs, including a forensic accountant, we’re able to provide guidance for any of these decisions.