Tax Coordination

Since every investment and financial decision must be weighed in light of its tax implications, we continually work with our clients, coordinating with accountants and lawyers as necessary, to help answer questions such as:

  • What changes do I need to make year to year in response to changes in the tax code?

  • How do my tax benefits as a recent Oleh/ah affect planning decisions and investment strategy?

  • How do I ensure that my children pay the least amount of tax possible when they inherit my tax-deferred retirement accounts?