Am I paying the right amount of tax? It seems like a lot.
Quote of the day
" The tax environment surrounding your world is constantly in flux. New governments, new laws and new life events all create financial pressure on your family and your business. You and your professionals should be in touch regularly to stay one step ahead of the numerous tax opportunities that may be available to reduce your tax burden. "
I have an investment strategy but I feel like my financial advisor does not give me the full picture. Sure, the returns are reasonable, but after having paid all the taxes, the rate of return is not as impressive. Is there something I’m missing here?
How we can help
There are loads of considerations beyond the investment merits of a strategy, and Richter Family Office helps you navigate through them. We never put an option in front of our clients until we’ve run it through our comprehensive due diligence process. We evaluate it from an after-tax perspective and ensure it fits within your risk appetite, and that it aligns with your long-term strategy. We always present the full story.
Where and how you invest your money is one thing, but how those investments are structured, whether held personally or corporately will also have an impact on how much tax you pay. Richter shows you the way, helping you take advantage of investment strategies designed to generate the greatest possible after-tax return.
Meet our expertsThe people behind the expertise.
David HoganCPA, CMA, MA (Economics)
Lyne GaulinCPA, CA, CPA (Illinois), LL. B.
Carey SingerCPA (Illinois)
Mitchell SteinCPA, CA
Jean-François CoutuCPA, CA, LL.M.Fisc.
Scott BinnsCPA, CA
Michel BabeuCPA, CA, M. Fisc.
Diane TsonosLL.B., TEP
Danny RitterCPA, CA, CFA
Phil NadlerCPA, CA
Earl FormanCPA, CA
Jerry WiseCPA, CA, TEP
Tasso LagiosCPA, CA
Vincent De AngelisCPA, CA
Alain PérusseD.E.S.S. Fisc.
Mindy MaymanB.A., Econ., Fin. PI., FMA, CIM
Let's get you where you need to go