Tax-smart strategies require proactive planning.
Every financial decision we make has potential tax implications—or opportunities. Our team is committed to a tax-smart approach in your investment strategy and holistic financial plan. We’ll collaborate with your CPA to be proactive in reducing your tax liability as you work toward your long-term financial goals.
We use the Tax Loss Harvester™ 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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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