James Franco, EA CRTP | 100 East Thousand Oaks Blvd. Ste #260, Thousand Oaks, CA 91360 | 805-379-1776 Voice | 805-379-4146 FAX
We outline your holdings performance on up and down markets with tax implications.
We design a strategy specific for tax reduction for life and for your estate.
We compare your holdings to industry benchmarks with tax sensitivity.
We analyzes your positions to reduce the tax drag on your overall returns.