Tax & Financial Planning
Virtually all investment, retirement, financial planning, and legacy questions involve important tax implications, and planning strategies often involve trade-offs. While many advisors propose to serve as your financial “quarterback,” coordinating the services of outside experts (e.g. CPA’s, attorneys) to meet their clients’ needs, Envision’s advisory team is comprised of in-house experts offering seamless, integrated planning.
Envision’s advisory team includes two CPA’s and an attorney with decades of expertise in tax from years of experience with some of the world's largest public accounting firms and national law firms. The tax laws surrounding retirement plans, required minimum distributions, and estates and trusts are beyond complicated, and Envision’s advisors are among the select few CPA’s and attorneys that truly understand the intricacies of these laws, high-level planning strategies, and resulting trade-offs.
While many advisors legally disclaim responsibility for providing tax and financial planning advice, Envision’s advisory agreement explicitly includes financial planning, retirement planning, income tax planning and estate and trust planning (including income tax return review and estate and trust document review and advice on updates and planning strategies).
Envision also provides individual income tax return preparation and trust administration services, although fees for tax preparation and trust administration services are quoted and charged separately from investment advisory and financial planning fees.
