Tax Planning

Ironwood Investment Counsel is focused on after-tax results.  We can work with our clients’ tax advisors to help integrate their investment portfolio and other assets with their income tax landscape.

We consider the level of taxable income, amount in tax-deferred accounts and capital gain and loss positions in executing and managing a well-constructed after-tax approach.

*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Ironwood does not serve as an attorney, accountant, or insurance agent. Ironwood does not prepare legal documents or tax returns, nor does it sell insurance products.