Tax Strategy

Part of your holistic financial plan is analyzing it from a tax perspective. Tax strategy looks at tax implications of individual, investment, and business decisions, and usually seeks to minimize your liability.

Federal Income Tax

Reducing what you owe in federal income taxes is one of the main goals of a tax strategy. It may involve deferring or shifting income, deduction planning, investment tax planning, and year-end strategies.

Investment Tax Planning

Taxes are often one of the biggest expenses for investors. We can help you get strategic about positioning your assets to minimize your taxes on an ongoing basis. This requires 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
  • 1031 exchanges
  • Qualified dividends
  • Option strategies
  • Tax-deferred investing
  • Passive income and losses
  • Mutual fund taxation

Wealth Transfer

Wealth given during your life or at death can be subject to both federal and state taxes, including gift, estate, income, and inheritance taxes. We can help you understand these taxes and make a strategy that designed to minimize losses to taxation.

Business Owners

For business owners, many financial decisions may be made based on taxes. We can understand the tax implications of them all, from choosing a business entity, to profit payouts, to accounting, to succession planning.

Life Event Planning

Some major life events come with major tax considerations—think retirement, for example. We’ll help you understand these events and their impact on your financial plan from a tax perspective.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situations.

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