Tax Planning

Taxes are inevitable – it is important that whatever decisions you make, including decisions concerning your investment programs, ownership of assets, and retirement plans be done with an awareness of how your tax situation will be impacted. We recognize that a one-size-fits-all approach does not work – you are unique, your issues are unique, so your relationship with your financial advisor needs to be unique. Our team works collaboratively with you and your other professional advisors – accountants, tax attorneys – to minimize the impact of taxes.

Please note: Changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.