Reducing your tax burden now and protecting future income involves careful planning.

Small choices when planning help build future wealth. It could be saving early for your child’s college through a 529 plan, utilizing a Roth option in your 401k plan or a more elaborate estate plan to meet the needs of future generations. Tax planning is important. Having a thorough, well thought out tax plan is key to a successful outcome.

As we develop a financial plan with you, we will ask questions and suggest ways to optimize your tax strategy. Our job is to give you and your family options and recommendations that you may not have thought of on your own.

You may have received company stock or RSU’s as part of your compensation package, resulting in overweighted positions and large unrealized capital gains. Through our comprehensive planning approach, we can suggest ways to diversify your portfolio while managing capital gains in a holistic way. For more complex tax situations, we will refer you to an independent CPA (if you don’t have one) and work hand in hand with them to find the best solution available.

Leeward Financial Partners is not a CPA and does not provide tax advice. Be sure to consult with your own tax advisors before taking any action that may have tax consequences. Any tax plan should be reviewed by a CPA who specializes in your state.