Integrated Tax Planning

As your team of advisors grows, it becomes increasingly difficult to integrate differing expertise into a coordinated financial plan. But doing so is vital, particularly in tax planning, to achieve your financial goals efficiently.

Shoreline Wealth & Investment Management’s team-based approach has been specifically designed to integrate professional tax planning with all your financial decision-making. Our independent tax consultants each have extensive experience in income tax planning for affluent families. Shoreline Wealth & Investment Management will:

• Develop strategies to help reduce your total tax burden
• Help you make tax-sensitive investment decisions
• Provide alternative financial and legal structures to deliver tax advantages

As a result, you are free to focus on what you do best - growing your income and asset base - instead of managing the complex tax issues associated with increasing wealth.

Executive Overview

Unlike many tax-planning services, our independent tax consultants provide proactive, forward-looking, multi-year planning. This sophisticated approach ensures a consistent, well-orchestrated impact on your financial situation, and includes quarterly tax planning meetings, payment analyses, and cash flow planning.

Whether you work with Shoreline Wealth & Investment Management’s tax advisors or your own, we assist in the process to:

• Implement tax-sensitive investment strategies, including diversification, hedging, and compensation planning
• Optimize your income tax strategy to best support your personal estate and philanthropic plans
• Reduce your overall federal, state, and local tax liabilities
• Prepare your federal and state tax returns and manage any audits