Perhaps one of the largest aspects of our wealth management practice is that of tax reduction. No matter what strategy we tailor fit for our clients, our focus never leaves tax efficiency. For some of our clients their biggest concern is offsetting their high yearly income. Others have 80% of their social security income being taxed. Others want to eliminate their exposure to estate tax. Others are dealing with flow-through income from a corporate entity. Others are facing long-term capital gains. Whatever the need is we have strategies that we can custom fit to their scenario. No two clients are the same and we take pride in not having the mentality that “one size fits all”.