Taxes and Cash Flow

Since cash flow is central to financial planning – and your financial confidence is related to how your cash flow feels, we help you analyze your income and expenses.  Taxes have a direct impact on cash flow, so we work with you on tax planning, and we collaborate with your CPA at tax time.  Our services include:

  • Cash flow analysis
  • Evaluation of income sources
  • Annual capital gain/loss tax planning
  • Tax-efficient portfolio management and withdrawals
  • Collaboration with CPA and review of draft tax return