Your Taxes
Income tax is a fundamental piece of your financial plan. Your Kansas City-based wealth management team will work with you to stay on top of your tax situation.
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Optimize tax-reducing strategies that are available to you
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Tax-sensitive investment management
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Know where you stand with regular income tax projections and withholdings analyses
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Optimize tax planning opportunities like Roth conversions, Qualified Charitable Distributions, Health Savings Accounts, Donor Advised Funds and more
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Have your tax prepared in our Kansas City, MO office*
*separate fee for income tax preparation for clients with under $1.5M in assets under our management.
