Tax planning permeates everything that we do for our clients. From a portfolio management perspective, we are ever mindful of maximizing after-tax returns, which drives asset allocation and decisions around which asset classes make sense. From a financial planning perspective, we work closely with clients and their tax accountants to ensure we have up-to-date tax information, which we use to formulate tax-planning strategies.
Some of our core areas include:
NRI Wealth Management can help you see how different aspects of your finances, e.g., taxes, investments, and charitable giving, can work together to help you work toward your goals.
With a little preparation, you can be more strategic about your taxes year-round. Schedule your consultation today for insights and information that can help you prepare and adapt to an evolving tax environment.