Tax Planning

Most of us think of our tax bracket in terms of income, but in reality we are subject to taxes that reach far beyond just income. Sales Tax, property tax and taxes that are placed on anything from water to utilities are added to income tax. With Social Security’s solvency threatened, there are now taxes applied to these benefits at the time of retirement.

The tax implications to your investment and the ability to keep pace with inflation can affect your actual rate of return. Knowing what type of investments provide a more favored tax treatment takes research and an understanding of the IRS rules that surround each one, such as the difference between short term capital gains or long term. In addition, some investments may have tax-free returns.

Just about every life decision we make has tax implications; from selling a home to gifting property to heirs, divorce, marriage, or having children. Even choosing whether to be a US citizen or Alien Resident – it all makes a difference.

Let us provide the most up-to-date guidance for you in matters of life planning. We make it our business to keep up with the latest tax changes and research the most appropriate strategies for our clients’ varied needs.

We do not provide tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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200 Hansen Road, Suite 1
Charlottesville, VA 22911



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