With credentials in the
tax as well as in the investment area, we
are able to provide you with tax strategies
as well as portfolio management. For
example, there are very different tax
consequences investing within your personal
portfolio versus your retirement portfolio.
There are also different tax consequences
withdrawing funds from your personal
portfolio versus your retirement plan.
We can help you determine what level of
retirement contributions you should make,
taking into account the tax consequences of
what you contribute.
Different ways of funding educational costs
can present tax savings opportunities.
OUR
SERVICES - Tax
Return Preparation
Like it or not, we all need to file
annual tax returns. By having your portfolio
managed with us, and your tax planning done
with us, there are economies of scale that
allow us to prepare your returns at a cost
savings to you.
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Essex is able to provide you with
tax strategies.
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