Tax planning can be just as important to building wealth as proper investment management. While we do not prepare tax returns at Integrity Advisory, we understand the strategies to assist you in minimizing your tax liability. Our experienced professionals will work in collaboration with your tax professional to proactively implement advanced tax planning techniques. These may include cash balance plans, captive insurance companies and back-door Roth contributions just to name a few.
Estate planning requires a targeted approach to account titling, asset protection, and risk mitigation. At Integrity Advisory, we coordinate these discussions between you, your CPA, and your estate planning attorney. Not everyone requires an intricate estate plan, but everyone should rest assured that the benefits of their hard work will be transitioned as they desire upon his or her passing.