Tax planning & preparation
Taxation issues should seldom be the sole driver of a financial plan, but an understanding of the tax implications of major decisions is essential. Our Tax Department regularly provides pro forma tax analyses on complex trust matters and investment decisions, consults on tax law changes and related issues, and prepares trust, estate, individual and gift tax returns.
Charitable giving
As a planning tool, charitable giving can achieve multiple objectives, including:
- Reducing both current income and estate taxes
- Generating a reliable income for the donor
- Fulfilling the donor's long-term charitable goals and commitments