What We Do

Income Tax Optimization

While taxes are unavoidable, Cedar Brook’s advisors can help you understand the tax ramifications of your overall financial situation and identify planning opportunities to legally and efficiently minimize your income taxes. Investing strategically so that you pay the least amount of income taxes on your gains and income has always been part of our process.

Listed below are just a few of the items covered in reviewing your income tax situation:

  • Create tax strategies
  • Conduct tax research
  • Coordinate tax strategies with accountant
  • Research and calculate cost basis
  • Manage trust distributions
  • Provide documentation to accountant

Corporate Services

Learn how The Humanity Factor is changing the way individuals and families experience planning... 440.683.9200