TAX PLANNING

Tax planning is unfortunately not an issue that any of us can afford to ignore. Milestone offers personalized tax strategies that adequately address tax deferral, tax reduction and legitimate tax avoidance. We also keep tax considerations in mind with respect to your investment recommendations, thus taking a proactive as opposed to reactive approach to tax planning. We take great care in maintaining our knowledge of current tax laws and consult with tax professionals or your own accountant as necessary.