Cincinnati Tax Planning
In today’s world, taxes have an impact on nearly every financial transaction in which we participate. Whether it’s the sale of a security, the exercise of a stock option, the transfer of real estate or the transfer of appreciated securities, tax planning in advance for the transaction is critical.
THOR has many years of experience in assisting clients with tax issues. Our tax services include:
- Determine the most tax-efficient manner in which to distribute retirement assets
- Review tax returns for tax savings ideas
- Review contributions to the myriad of retirement accounts and college education accounts
- Tax harvesting
- Asset Location – determine whether a particular investment is best to hold in a taxable or tax deferred account