Minimizing Tax Liability

I want to reduce my income and estate tax

We can:

  • Review your tax return in order to highlight tax reduction strategies
  • Coordinate with your tax preparer when making large tax based decisions
  • Create strategies for exercising options, gifting, asset sales, and other large tax sensitive transactions
  • Educate you on tax law changes as they occur and the opportunities they may present
  • Manage taxable portfolios in a tax efficient manner (joint, individual, trusts, etc.)
  • Evaluate the need for trusts

 

  • Cambridge does not provide tax advice.

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