Our entire financial planning process is inclusive of tax planning and the tax aspect of our clients. Taxes play a major role on the NET returns to clients. As financial planners and investment advisers providing holistic wealth management advice, we think it’s very important to plan for taxes. We also work closely with our clients CPA’s and tax professional to coordinate the advisory circle. IDA does not provide specific tax or legal advice; any tax or legal questions should be addressed with your tax and/or legal advisor.