Tax Strategies

The taxation of a family’s income is always high on the list of financial concerns. Working closely with your accountant, Aurora utilizes all strategies that can be legally employed to reduce the taxation of income.

These include, but are not limited to, tax-free income generated by sophisticated portfolios of fully tax-exempt municipal bonds, the utilization of retirement plans, charitable gifting programs and capital gains optimization. Additionally, effective tax planning requires our commitment to continuing professional education in order to keep abreast of the evolving body of tax regulation.