Tax Planning

Tax planning that reduces the drag, year after year.

Taxes are the quiet drag on a portfolio: small in any one year, large across a lifetime. Much of it is answering incentives the code states plainly — which account holds which asset, when to realize a gain or a loss, whether a conversion makes sense in a low-income year, how to give in a way that costs less. None of it is clever, and all of it compounds. We do the planning and the modeling; your CPA confirms the numbers and files the return. We do not prepare returns.

Who we work with, and what it costs

If this sounds like your situation, write to hello@tenbroeckwealth.com and we'll tell you honestly whether we're the right fit.