Tax Strategies Free First Time Consultation Name Email Phone Comments Thank you! Oops! Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your financial plan to maximize tax-efficient strategies in line with working towards your overall financial goals. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.