Tax Planning
You should never pay more than your fair share in taxes. We work with your other advisors to formulate tax planning strategies to minimize your tax exposure. We often find powerful ways to reduce our clients' overall tax burden, thereby preserving their wealth.
At Fiduciary Trust, we devise strategies customized to your situation. We keep you informed of changes in the tax code, and adjust your strategy accordingly. We offer complete tax preparation services for individuals, estates, trusts, family partnerships and other entities.
Our tax planning advice extends to a broad range of financial matters, from philanthropic strategies to executive compensation and benefits, IRAs, change-of-domicile issues, AMT and asset location planning. We also provide tax consulting on estate planning strategies that address the minimization of estate taxes by advising our clients on forms of ownership, trust planning opportunities and lifetime gifting, among other topics.
Fiduciary Insights
Should you convert your IRA into a Roth IRA?
This article describes the opportunity for conversion, reviews the differences between a traditional IRA and a Roth IRA, and discusses who will benefit most from a conversion. We've also added some timely year-end tax planning opportunities that you may want to consider.
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