Minimize your Tax Burden; Maximize you Potential Returns

Taxes touch every aspect of your finances, from your paycheck and the purchases you make to the investment returns you receive and the amount you can pass along to your heirs. At JH Kaufman, your wealth manager works with CPAs and attorneys to help ensure your entire financial life is as tax efficient as possible.

Integrating Tax Strategies With Your Custom Financial Plan

• Year-Round Tax Planning

• Tax-Loss Harvesting

• Tax Bracket Optimization

• Charitable Giving Strategies

• Estate Tax Planning

• Roth Conversions

• Asset Location

• Strategic Withdrawals

The Stakes Are High

Your approach to tax filing and tax planning can have a significant impact on the amount you owe in taxes. The U.S. tax code is incredibly complex, and if you're not familiar with every aspect of it, you may be missing opportunities. We can help you take full advantage of all tax-saving opportunities available to you, with the ultimate goal of minimizing your tax exposure and maximizing your wealth savings potential.