Throughout our wealth management process, we look for ways to reduce your income tax to the lowest amount legally possible. Working in conjunction with your accountant and relying on the assessment of your current income tax situation in your Report Card, income tax planning starts immediately after the Blueprint. Before a recommendation is made or a strategy implemented, its tax consequences are evaluated. Your tax plan is monitored perpetually to ensure every tax-deferred savings vehicle and deduction is optimized. Techniques to minimize capital gains and income distributions while timing retirement distributions are an integral part of our wealth management process.