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Tax & Legal Resources

At Duncan & Haley we believe that proactive and open communication with your tax and legal professionals is critical to helping you fulfill your financial goals. We formally retain local tax and legal advisors and are always happy to work closely with your professional advisors to collaborate on planning objectives and potential solutions.

We believe this combination of professional expertise results in an unsurpassed understanding of your goals, challenges, current positioning, and the resources required to help meet your needs. Clear communication between your professional partners is the only way to make sure your tax, estate and investment planning needs are fully aligned with your objectives.

  • We work with our clients’ CPAs and attorneys on a regular basis to help ensure important financial decisions are not being made in a vacuum.
  • We can help facilitate year-end tax planning with your CPA and also provide Realized Gain/Loss reports to them along with other information they may need.
  • Tax forecasting to shed light on planning opportunities, like the best years to anticipate a Roth conversion, or when to plan distributions from deferred compensation plans each year
  • We work with our clients’ attorneys to ensure investment accounts and planning systems are set up properly to reflect current and potential estate structure or changes that may require updating, including beneficiary designations, future gifting plans and strategies under consideration.

Our systems can model many estate planning strategies, based on your personal, real time data, like:

GRAT, CRUT, ILIT, QPRT among many others