Tax Advisory
Our strategic partner Joaquim Resende Neto is a Certified Public Accountant (CPA) and Certified Real Estate Tax Strategist with extensive experience in tax planning, advising, and tax return preparation. He specializes in helping individuals and businesses navigate complex tax regulations, minimize liabilities, and identify opportunities for tax savings. He is committed to providing clear, practical advice, and building strong client relationships by delivering tailored solutions that support both immediate and long-term financial goals. Book your free 30-minute consultation with him today.
Keep More of What You’ve Earned
Proper Tax planning is paramount to efficient wealth creation and preservation. We help you harness the power of Tax alpha through strategic investment decisions that maximize your returns and minimize taxes, saving you money now and in the long run.
Tax Efficient Strategies
- Optimize your after-tax wealth with our forward-thinking approach
- Tax-smart trading providing automated tax-loss harvesting
- Identifying Roth conversion opportunities
- Tax-conscious retirement withdrawal strategies
- Unwinding concentrated stock positions
- Efficiently transferring assets to heirs
