Tax Planning

We’re not tax professionals, but we do understand the important tax implications of receiving and withdrawing money from various accounts. This includes the legacy of wealth you desire to leave your loved ones before or after your passing. We’ll work to make sure you’re only paying what you need to, because we believe “It’s not how much you make, it’s how much you keep.”

• Tax Sensitive Investing
• Cost-Basis Review
• Realized Gain Review
• Carry Forward Losses
• Tax Loss Harvesting
• Deductions & Credits
• Roth Conversions
• Health Savings & Flexible Spending Accounts
• Tax Return Review

*Services provided by a qualified estate planning attorney or Tax professional. SFG does not offer tax or legal advice.