Tax Efficient Investing

When it comes to tax planning and your investments, it can be difficult to know where to start. Your portfolio and your resulting tax picture can change quickly because of market volatility. Vigilance is necessary to achieve both your tax and investment goals.
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Coordinating with your tax advisor, we can help you implement tax-efficient investment strategies now and in the future to help reduce the likelihood of taxes becoming a burden, including:

  • Tax-Loss Harvesting - helps you plan when losses should be taken on your holdings to best offset income and other gains to your advantage for the tax year.
  • Tax-Lot Accounting Techniques - helps you determine which shares to liquidate, ultimately helping you to reduce taxes by managing capital gains and losses.
  • Legislation and Tax Code Education - gives you access to investor communications from our financial planning professionals that can help you stay abreast of any changes that could affect your assets and estate.
  • Qualified Retirement Plans - specifically for business owners, strategies to help reduce taxable income, increase tax-deferred retirement savings, or take advantage of tax-free Roth 401(k) options, if appropriate.

We are available to collaborate with your attorneys, accountants, trust officers and any other advisors in your network to help you ensure that your estate plan is fully prepared and properly managed.

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.