Broker Check

Tax Strategies

When it comes to building wealth, investments and growth get all the attention. But holding on to the money you make is just as important. With the right tax strategy, you can minimize your federal income taxes and give more of your money a chance to show a return.

Investment Tax Planning

Investment tax planning involves evaluation of how to best position assets in order to minimize the taxes you have to pay. This requires year-round planning, and it begins with an in-depth understanding of the tax implications of various investments and investment strategies, including the treatment of wash sales, tax-exempt investments, gains and losses, qualified dividends, tax straddles, tax-deferred investing, passive income and losses and mutual fund taxation.

Charitable Giving

If you give away wealth, during life or at death, you may incur federal taxes – and possibly additional state taxes. These taxes include gift, estate, income, and inheritance taxes. You can help protect the assets you transfer from excessive depletion by understanding these taxes and the strategies to minimize them.

Business Ownership

If you are a business owner, many of the decisions you make will be tax-based. It starts with the formation of your business and continues through the sale. Your choice of business entity, how you pay out profits to the owners and your accounting decisions will all have an effect on your tax liability.

We can work with you and your CPA to develop an effective tax strategy. Or, if you don’t currently have a CPA, we can engage one on your behalf.

Schedule a FREE, No-Obligation Consultation