It is vitally important to properly plan for and take advantage of the allowable exclusions from taxation in both your yearly tax filing and for estate tax purposes.
There are many tools available to minimize taxation and to properly plan for the transfer of your assets. Some of these tools include Wills, Trusts, Gifting Plans, Retirement Plan Structures, Charitable Giving Plans, Business Succession Plans, and Corporate Formations.
We are not Certified Public Accountants (CPA) or Licensed Estate Attorneys, but we do have advanced training and education and are prepared to offer limited advice and assistance with many tax & estate planning questions. When appropriate we will bring in qualified Accountants and Attorneys outside of Tradewinds Capital Management with the additional expertise, licenses and capabilities that are required to address your Tax and Estate Planning needs.