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Tax Planning

The tax code is complex and it affects all areas of your financial life.  As a Certified Public Accountant, our firm principal, Scott Draper, is experienced and knowledgeable about how tax law affects your personal financial situation.  Tax planning is provided as part of the comprehensive and ongoing Financial Planning services.  Personal Wealth Management is also provided in a tax-efficient manner.  Portfolios are designed using intelligent tax location strategies.  Investment positions are also managed to minimize taxable capital gains whenever possible.

Tax preparation services are also offered to Personal Wealth Management and ongoing Financial Planning clients on an as-needed basis.


Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Free Guide: Will Tax Reform Impact You?

The new tax laws in 2018 could bring significant changes to your tax strategy. Download our free ebook, "5 Things You Need to Know About Tax Reform."

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