Tax Management Strategies

With a holistic approach, Jim reviews your financial picture from multiple angles to find places that need improvement. One of the areas that is often overlooked is your tax management strategy. Jim will review your investment and distribution plan to evaluate current tax inefficiencies and develop a more tax-efficient plan.

Estate planning can involve a complex web of tax rules and regulations. Tax laws surrounding estate-planning concepts are subject to change please consult an estate-planning attorney prior to making any financial decisions.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.