Tax Planning

We understand that tax planning changes throughout your life and requires a constantly evolving strategy.

Tax Planning
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Financial & Tax Planning

Creating Efficiency in Your Plans

Our tax planning experts understand your financial plan and tax plan are deeply intertwined. We analyze key tax planning strategies like distribution planning, Roth conversions, and tax-loss harvesting, ultimately helping you navigate the complex world of taxes and creating efficiency within your financial plan.

Tax Planning Strategies

What's included
Services We Provide
  • Tax Projections
  • Roth Conversion Analysis
  • Distribution Planning
  • RMD Planning
  • Net Unrealized Appreciation Strategies
  • Stock Option Planning
  • Capital Gains Analysis
  • Business Owner Exit Strategies
  • High Net Worth Tax Efficiency Strategies
  • Estate Tax Strategies 

We also provide referrals to qualified, vetted CPA tax preparation firms for clients who need or want assistance with their tax return preparation and other tax needs.

Disclosure: : The RMD figures that will be provided are intended to serve as an informational tool only, and should not be construed as legal, investment, or tax advice. Please consult with a tax professional about your unique circumstances. The results provided with the RMD calculations are based on the information that you provide, and are only as valid as the information provided by you. Cambridge cannot guarantee the accuracy of the calculations being provided.

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Tax Planning Strategies
Individuals
Retirement Planning
Individuals
Estate Plans

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