Tax planning that stands apart

Minimizing tax liabilities and maximizing wealth requires more than an understanding of complex and ever-changing tax laws. At JMG, our seasoned advisors complement their knowledge and judgment with the full depth and range of our wealth management and investment management experience.

We coordinate income tax planning with investment strategies, analyze alternative tax reduction opportunities, and provide withholding and estimated tax payment advice. Multi-year analyses of prior returns and a holistic view of income, assets and investments inform our approach to current tax challenges and tax planning for retirement.

Our informed strategies may help reduce taxes on current investment income and minimize future income tax obligations.

Our income tax planning services include:

• Tax analyses
• Tax planning
• Tax preparation

While other wealth management firms may help with tax planning, JMG uniquely provides personal attention and professional savvy.