Tax Planning & Tax Strategy
A Focus on the After-Tax Return
Growing your capital and distributing income are the two fundamental objectives of your portfolio. However, the positive impact of successful growth and distribution can be stunted by a poor understanding of tax consequences.
Our focus is on maximizing your after-tax return, keeping more of your capital growing - and compounding - while minimizing your household's total taxable liability.
A Focus on the After-Tax Return
Growing your capital and distributing income are the two fundamental objectives of your portfolio. However, the positive impact of successful growth and distribution can be stunted by a poor understanding of tax consequences.
Our focus is on maximizing your after-tax return, keeping more of your capital growing - and compounding - while minimizing your household's total taxable liability.
Built on a Foundation of Tax Efficiency
Built on a Foundation of Tax Efficiency
Tax-Loss Harvesting
Strategic Allocation
Gain Realization Deferral
Backdoor Roth IRA Conversions
Tactics to Actively Minimize Tax Liability
Throughout the year, your advisory team monitors your portfolio and financial plan to find opportunities to offset or minimize your taxable liability. This can include:
- Minimizing ordinary income tax with private investments
- Offsetting capital gains and ordinary income with tax-loss harvesting
- Utilizing a Backdoor Roth Conversion to shield assets from creating future tax liabilities
- Allocating assets strategically between taxable and tax-advantaged accounts
- Deferring or eliminating realized capital gains through various alternative assets
You'll hear from your advisor at least each quarter to review new investments, recommendations from your advisors, and opportunities for tax minimization.
Tactics to Actively Minimize Tax Liability
Throughout the year, your advisory team monitors your portfolio and financial plan to find opportunities to offset or minimize your taxable liability. This can include:
- Minimizing ordinary income tax with private investments
- Offsetting capital gains and ordinary income with tax loss harvesting
- Utilizing a Backdoor Roth Conversion to shield assets from creating future tax liabilities
- Allocating assets strategically between taxable and tax-advantaged accounts
- Deferring or eliminating realized capital gains through various alternative assets
You'll hear from your advisor at least each quarter to review new investments, recommendations from your advisors, and opportunities for tax minimization.
Tax Loss Harvesting
Strategic Allocation
Gain Realization Deferral
Backdoor Roth IRA Conversions
A Simplified Start to Your Year
Whether you have a preferred CPA or you're looking to add an accountant to your team, our advisors are both familiar and comfortable working with your outside professionals.
We work with your accountant to provide them with all the relevant tax forms, taking the onus off of you to pull, record, and find your 1099s, K-1s, and other tax documents.
*Some clients may qualify for complete coverage of tax preparation fees.
A Simplified Start to Your Year
Whether you have a preferred CPA or you're looking to add an accountant to your team, our advisors are both familiar and comfortable working with your outside professionals.
We work with your accountant to provide them with all the relevant tax forms, taking the onus off of you to pull, record, and find your 1099's, K-1's, and other tax documents.
*Some clients may qualify for complete coverage of tax preparation fees.