Planning around taxes is paramount. We use prior years as a guide to design a forward-thinking tax-efficient strategy and use this to optimize your portfolio as well as year-to-year tax minimization techniques. Taxes impact everything: from retirement plans, to gifting and estate planning, to equity and deferred compensation. Together with your CPA, we generate and vet ideas that balance immediate and long-term benefits for you and your family.
Explore the latest insights and observations from the Verum team and other industry experts.
Partnership Expansion Announcement
We’ve developed a thoughtful framework to support Verum’s evolution into a more mature and enduring enterprise…
Medicare Planning 101: Your Guide for Making Informed Medicare Open Enrollment Decisions
A comprehensive guide to Medicare planning, covering key coverage options, medicare open enrollment and decision-making frameworks…
Board of Directors: Planning Playbook
We’ve worked with many board members of all different backgrounds, across many different organizations, and we’ve…