FINRA's BrokerCheck

Integrated Tax & Financial Planning

Taxes are a reality. Taxes represent one of the largest annual expenses for individuals living in the United States. While often just accepted as a part of life, this hands-off approach to tax planning causes taxpayers to lose thousands of their hard-earned dollars each year. Rehmann's tax planning focuses on identifying the right combination of tax saving strategies for your situation.

Given the ever-changing nature of the tax code, your wealth plan needs to be reviewed regularly to ensure that after-tax returns are the focus.

  • Federal, state and local income tax planning and preparation
  • Customized tax consulting, planning and minimization strategies
  • Tax-aware asset management
  • Estate tax minimization strategies

Click here to learn more about Rehmann's Unified Managed Account which uses an open-architecture platform to build enhanced tax management strategies within each portfolio—with the goal of minimizing your taxes.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Neither Royal Alliance Associates nor its representatives or employees provide legal or tax advice.

Meet The Rehmann Team

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