Tax Planning

Tax planning is not only the responsibility of your accountant. DSF Wealth considers your short and long-term financial goals and will develop strategies within the context of your overall financial plan. Our role is to provide techniques that can potentially reduce or defer current and future tax obligations. We will accomplish this by working closely with your tax professional and estate planning attorney. However, please keep in mind that tax avoidance should not fully dictate your investment strategy as certain tax liabilities will be potentially unavoidable.