Tax Strategies

Nearly all financial decisions may have tax ramifications. Tax liabilities associated with income, estate, gift and real estate taxes, among others, can take a toll on your wealth. Our team of experienced professionals can help manage tax-efficient strategies in line with addresing your overall financial goals.

We are always happy to work with your CPA or other tax professionals, or refer you to professionals you may need. We believe this can help to ensure your tax planning needs are fully addressed across all aspects of your finances, including year-end planning and estate planning.

Tax services are not offered by LPL Financial or Galiano Wealth Management Group.