Location Optimization
Tax-Loss Harvesting
Capital Gain Minimization
Capital Gain Distribution Avoidance
Tax-Efficient Investing
Don’t let taxes drag your portfolio down.
You worked hard for your money, but if your portfolio isn’t being managed tax-efficiently, over time taxes will drag down your portfolio’s growth.
Utilizing industry-leading rebalancing software and tax-efficient investing strategies we work hard behind the scenes to minimize the impact taxes have on your investments.
TAX-EFFICIENT INVESTING LIGHTENS THE LOAD
In-House CPA Experts
With a team of CPAs in-house, we use strategic tax planning, combined with rebalancing software, to continually monitor your tax situation for beneficial investing opportunities.
Tax-Efficient Investing
Tax-efficient investing strategies such as location optimization, tax loss harvesting, and charitable giving reduces your taxes to keep more of your investment returns in your pocket.
Tax Efficient Investing
Location Optimization
Tax-Loss Harvesting
Capital Gain Minimization
We sell high cost lots in order to limit the amount of capital gains you incur.
Capital Gain Distribution Avoidance
This may sound counter-intuitive, but you want to avoid capital gains distributions from mutual funds. The share price goes down by the same amount that gets distributed. So all you are getting is a taxable capital gain. This can be avoided if you move to a similar mutual fund without a capital gain distribution.
Tax Related Articles:
Joe Biden Proposed Tax Plan
With the upcoming election, there is the possibility of a new tax plan. Find out what the Joe Biden tax plan could be if he is elected and what you can do to prepare for it. Individual taxation – raises tax on those who earn $400,000 or more The Biden tax plan...
I maxed out my 125 plans at work pre-COVID, what now?
When the COVID-19 pandemic first exploded in the US back in March, the majority of the country shut down in an attempt to slow the spread of the disease. These business closures had many long-term effects that were hard to anticipate initially. One of these was the...
Receiving Relief from COVID-19
As you are probably aware, most of the news posted in recent weeks has not been positive. However, we are here to bring some relief and positive news to you! This blog includes several solutions to the economic impact of COVID-19. One Time Payment Stimulus Checks...
Make tax season less stressful with help from a CPA
For many people, filing their taxes and all that comes with that can be very stressful. While I think it’s safe to assume not too many people enjoy paying taxes, there are several things you can do to make the process less painful each year, including getting help...
IRAs and Charitable Giving – Why You Shouldn’t Wait!
People often think about charitable giving towards the end of the year, but it might actually be better to start your planning now! The way in which you choose to give can have a big impact on the charity and your taxes. If you are currently taking or will be required...
Are Taxes Dragging your Portfolio Down?
Contact us to discuss how our team of CFP® and CPA experts can help your portfolio’s growth with tax-efficient investing.