Nearly all financial decisions have tax implications. I strive to work towards maximizing tax advantaged strategies in line with pursuing your overall financial goals.
I am always happy to work with your CPA or other tax professionals, or refer you to professionals I work with on a regular basis. This can help to promote your tax planning needs are being addressed across all aspects of your finances, including year-end planning and estate planning.
Tax services are not offered by LPL Financial or Smith Wealth Management Group TX, LLC. Please consult your legal advisor regarding your specific situation.