Every financial decision we make has potential tax implications—or opportunities. Our team is committed to a tax-intelligent approach in your investment strategy and holistic financial plan. We’ll collaborate with your CPA and apply our suite of solutions to be proactive in reducing your tax liability as you work toward your long-term financial goals.
We use the Tax Loss HarvesterTM tool to uncover opportunities to offset gains in your investment portfolio. We’ll identify securities that can be sold at a loss to counterbalance unrealized gains and reduce your taxable income overall. These opportunities aren’t restricted to tax preparation season; they can occur all year long.
To evaluate strategic year-end planning opportunities, we use the Capital Gains AnalyzerTM to collect, organize and calculate available mutual fund capital gain distribution estimates and their potential year-end impact.
Social Security is typically a fundamental component of an individual’s retirement plan, and we use the Social Security PlannerTM to provide you with a comprehensive analysis of your Social Security benefit claiming options, enabling you to make an informed decision that supports your retirement goals.
Our approach will not only support your financial goals, but also help you understand the complexities of your financial outlook. Our Tax Alpha Report illustrates and quantifies just how much you’ve saved through the year by focusing on tax-optimized decisions.
Contact us today to get started.