Am I paying the right amount of tax? It seems like a lot.
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)
Carey SingerCPA (Illinois)
Danny RitterCPA, CA, CFA
Jean-François CoutuCPA, CA, LL.M.Fisc.
Scott BinnsCPA, CA
Diane TsonosLL.B., TEP
Jerry WiseCPA, CA, TEP
Vincent De AngelisCPA, CA
Alain PérusseD.E.S.S. Fisc.
Earl FormanCPA, CA
Mindy MaymanB.A., Econ., Fin. PI., FMA, CIM
Phil NadlerCPA, CA
Michel BabeuCPA, CA, M. Fisc.
Mitchell SteinCPA, CA
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