Portfolio Tax Review

If you would like your investment portfolio reviewed from a tax perspective, we offer a complementary consultation which includes the following matters:

• we’ll share an important tax benefit of IRA distributions in Arizona.

• we’ll review your investments and provide guidance on asset location (ie, which investments you have in IRA accounts, annuities and taxable accounts.

• we’ll provide guidance on how to reduce your current & future portfolio taxation.

• any other relevant portfolio and estate tax questions you may have on your mind.

You will be meeting directly with Stephen Davis, a long-tenured portfolio tax expert. More information on eTaxPro’s office location is below. Simply click the “Schedule Meeting” button to see what days & times are available for you and once confirmed, you’ll be on Steve’s calendar. Once you have confirmed your appointment, you’ll receive an email with further information on what to bring with you.