Too often we are asked what can be done about a large pending tax liability. But the fact is, once the liability exists, there is usually little that can be done about it. Tax planning must happen in advance (that is why it is called planning).

Whether it's our estate plans - the assets we leave to our children, the future security of our family, our investment management programs and retirement savings, our day-to-day financial concerns or the issues of family law that may affect us from time to time; almost everything that impacts our financial lives also impacts our tax situation. Which is why a comprehensive - and cohesive - strategy is vital to your long-term financial health.

Investment returns are almost invariably quoted as pre-tax numbers. The problem this creates is that investment managers are left with little motivation to be tax-efficient. It requires planning, execution, administration, and time, not to mention the costs in real dollars. So most money managers simply ignore the issue, But taxes do matter - you're going to pay them whether your manager is concerned about them or not. At Cornerstone, every decision that we make with respect to your investments - and with respect to your financial and estate plans - includes consideration for tax efficiency. Every dollar saved makes your investment portfolio that much more efficient. Because taxes matter to you.


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A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power. -Brian Tracy

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