The level of tax expertise we provide to our clients we believe is second to none! No one likes to pay more taxes than necessary. Have a specific question? Ask our tax planners!

Our goal in tax planning is twofold. First, we strive to minimize the tax consequences of those decisions that you have made in the past. Second, and more importantly, we try to be proactive with tax planning for the future. This involves different things for different clients. For a client saving for retirement, we look at the availability of various tax deferred savings vehicles to find the best fit for your particular situation. For education planning, we evaluate the different funding methods to see which is the most tax efficient for your situation. In addition to examining the tax aspect of nearly every financial decision that you will make, we can prepare estimates throughout the year to ensure that proper estimated payments are made, if necessary.

Our Process involves ongoing monitoring of every client's overall financial situation to ensure that unnecessary taxes are not incurred and paid. This may include the preparation of quarterly tax estimates or tax efficient asset management.

For our clients, tax planning also involves work on special projects and exploring the tax effects of various alternative solutions to problems. While your Account Executive may be able to answer the vast majority of your tax questions and issues, we also have a tax department within JGUA that includes CPAs and other individuals with decades of experience in this area. Our tax team of dedicated professionals is always available to answer your questions and help solve your problems.

Why it's important: Most people really only think about taxes when it is time to prepare their yearly tax returns. This is a mistake that can cause you to pay more taxes than necessary. This is money that could have been used to help you reach your goals and objectives. We understand that taxes affect every financial decision that you make in your life. Therefore, our tax planning is comprehensive and proactive.