Tax and Estate Planning

Effective planning starts with smarter strategies.

While our clients are patriotic, they aren’t interested in paying more than their fair share in taxes. We help them with income tax strategies today, estate planning strategies for the future, and we re-evaluate those plans as their circumstances or laws change.

How are we different?

tax-and-estate-planning-blueWe want you to know all the options, even strategies that may not make sense for you right now. We discuss your alternatives so that you understand and are comfortable with your choices – even those you leave behind.

We thrive on working as a team with our clients, their attorneys and accountants. Our valuable insights and initiative in leading your financial team results in a unified planning process.

In cooperation with your trusted advisors, we:

  • Integrate tax considerations into our investment decisions
  • Analyze and optimize your Alternative Minimum Tax (AMT) exposure
  • Evaluate the effects of new legislation on income and estate planning
  • Create strategies for optimizing liquidity events for businesses or stocks

Call us at 703-534-4444 to learn more about how we can help you with your specific tax and estate planning questions.

Let's discuss your tax and estate planning questions.