Income Tax Planning

Reducing federal income tax liability is possible with the correct understanding of income or estate tax issues and costs involved. We can provide you with a working knowledge of those complexities to help you strategize and preserve your assets.

Review of Cost Basis
Review Realized Gains
Carry Forward Losses
Tax Loss Harvesting
Tax Return Review
Roth Conversion Opportunities
Health Savings & Flexible Spending Accounts

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Downers Grove, IL 60515
Phone: (630) 716-3600
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HPAG ADV 2A 03-2024

Form CRS

HPAG ADV 2A Appendix 03-2024

HPAG Privacy Notice 2024

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.

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