Tax Planning
Tax planning focuses specifically on tax issues and opportunities related to investing, estates, insurance, and retirement planning.
We are regularly asked to advise on related matters, such as:
- IRA contributions & Roth IRA conversions
- Estate and gift tax strategies
- Tax impact on investment decisions
- Most efficient charitable giving strategies & Donor Advised Funds
Tax planning focuses specifically on tax issues and opportunities related to investing, estates, insurance, and retirement planning.
We regularly advise on related matters, such as:
- Roth conversions
- Estate and gift tax strategies
- Tax impact on investment decisions
Please Note: HighMark does not serve as an attorney or CPA, HighMark does not prepare legal documents or tax returns.
OUR SERVICES
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