Cornerstone Logo Fee-only Personal Financial Planning and Investment Management
Blue Divider
happy clients - family of five



Income Tax Strategy

In 1986, Congress passed legislation designed to simplify the tax laws called, “The Tax Reform Act of 1986.”  Today, the U.S. Tax code and regulations are more than twice as long as they were before this tax legislation was passed over 20 years ago!


To guide clients through the maze of income tax laws and regulations, we offer a variety of income tax services to our discretionary investment management clients.  These income tax services include analyzing your current income tax situation and recommending tax and investment strategies to minimize your income tax liability over the long-term.  We provide income, gift, and estate tax planning to optimize our financial recommendations for our clients.  Cornerstone also offers income tax preparation services for discretionary investment management clients when appropriate.