Many successful professionals and business owners share a similar frustration: despite careful planning, taxes remain their single largest annual expense.

The issue is rarely income, it's structure.

Common gaps include: 

- Investing personally when a corporate structure may be more efficient 

- Triggering unnecessary capital gains 

- Lack of coordination between accountant, advisor, and estate plan

- Focusing on deductions instead of long-term tax strategy

Tax efficiency is not about aggressive tactics. It's about foresight. It's important to understand how today's decisions affect future tax outcomes. 

High net worth planning considers: 

- when income is earned 

- where assets are held 

- who ultimately receives the wealth 

If your tax bill feels misaligned with your planning, it may be time for a more integrated approach. Let's explore what's possible with a confidential conversation!