Developing a cohesive tax strategy prior and through retirement is critical to the success of any financial plan. Understanding the vital role taxes play for our clients we work on developing strategies unique to each client. Partnering with the Wealth Managers at PCWM our tax planning team will work to refine and implement strategies including; ROTH conversions, distribution planning, tax-loss harvesting, and cost segregation. After creating a strategy we will then review and vet the strategies with one of our partner CPA firms.
