Taxable Brokerage Account

Do you...

  • Manage your brokerage accounts in an efficient way?

  • Review your investments and plan at least twice a year?

Things to consider

Tax planning is more complicated than simply filing and trying to “save” a few dollars in what you may owe Uncle Sam. It requires developing a strategy, as well as proper administration to support, operate, track, document and follow through. A proactive approach can help prepare you, your family or your business for long-term success.

We can help

We’ll analyze your financial situation or plan from a tax perspective to align your financial goals with tax-efficiency planning. This encompasses many different aspects, and we’re here to help you navigate it all.

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1. PewResearchCenter — A Third of Americans Say They Like Doing Their Income Taxes, April 2013

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