The Weight of Taxes
Virtually every financial decision has tax implications, and an important part of effective financial planning is a sensitivity to taxes. We understand that it is not what you make that matters most, but rather what you keep. In line with this philosophy, our investment portfolios are deliberately structured to minimize tax leakage.
Our Tax-Minimization Approach
Some of the tax-efficient strategies we may incorporate into client portfolios include avoiding short-term capital gains, recognizing capital losses when appropriate, using appreciated securities for charitable giving, shifting income to children, and placing appropriate tax-heavy investments in IRAs and other qualified retirement accounts.
We also maintain strong relationships with CPAs, attorneys, and other experts to augment our existing knowledge. Whether we are crafting a long-term tax mitigation strategy or minimizing leakage on a particular transaction, we recognize that “tax season” requires year-round attention for our clients.