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:
Year-End Planning: Financial Organizing
Here at Rowling & Associates, we talk a lot about the importance of year-end planning for taxes. Evaluating your tax situation prior to the end of the year for any tax-smart moves you can make goes a long way in reducing your future tax liability. Year-end...
Year-End Tax Planning: Tax Benefits for Donor Advised Funds
If you enjoy donating to charities that you support while also receiving tax benefits, a Donor Advised Fund may be a great option for you! In this post, we will explain what exactly a Donor Advised Fund is, and some of the tax benefits for Donor Advised Funds. What Is...
Year-End Tax Planning: Should You Defer or Accelerate Business Expenses?
Before the year comes to an end is the best time for planning ahead for taxes. With advanced year-end tax planning there are several moves you can make to reduce your future tax liability. Some of these include maxing out on deductions, and others involve “adjusting”...
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...
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.