TAX MANAGEMENT
We simplify taxes by reducing and optimizing with your CPA, manage your portfolio for tax efficiency, aiming to minimize tax implications and maximize returns.
SERVICES INCLUDE:
Partner with your CPA or tax professional on tax saving and planning strategies
Annual and lifetime tax data projections based on your financial plan
Advice on charitable giving
Family gifting strategies
Roth conversions and Roth recommendations
Prioritizing long-term tax efficiency over short-term tax savings
Estate and gift tax mitigation
Ongoing tax legislation and tax sunset awareness
In-depth integration of tax planning and investments
Planning around Medicare Part B and D premium surcharges
What you can expect from us
Should you choose to meet with our team at Mackeson Advisory, we want you to experience the difference firsthand. We take three meetings to help define your life goals, gain a better understanding of where you're at now and design a plan for going forward. Our initial meetings are always confidential and complimentary.
-
AMBASSADOR CALL
No strings attached. We'll simply have a quick call to learn more about you, your priorities, assess if we can add value to your financial picture and to gauge potential fit.
-
INITIAL MEETING
We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan.
-
CUSTOM PLAN DESIGN
With a clear understanding of your aspirations, priorities and goals, our guides will curate a plan. After, we'll take 60-minutes to walk you through your roadmap and gather feedback to make any adjustments
-
RECOMMENDATIONS
Our advisors will meet with you a final time to share actionable recommendations for your portfolio based off priority and tailor-made to your unique circumstances.
Let’s Talk
TAKE THE NEXT STEP