A holistic approach to tax efficiency
Our dedicated tax policy and research team delivers coordinated support with your Wealthspire team and your outside advisors to look at all of your planning through a tax lens and provide ideas and educate the team regarding opportunities for tax efficiency.
We leave no stone unturned.
Review estate planning with focus on income tax implications
Uncover tax vulnerabilities and exposures
Review of investments with an income tax focus
Proactive assistance with planned transactions like business sales and executing stock options
Resource for tax return review of complicated returns in coordination with your CPA
Resource for education regarding changes in tax laws
Read More
2023 Federal & State Estate and Gift Tax Cheat Sheet
Here we have provided a “cheat sheet” to keep in mind for 2023 federal estate, gift and GST exemptions, as …
