Taxation

We can help you minimize federal income tax liability by:

  • Reducing taxable income through income deferral or shifting
  • Deduction planning
  • Year-end planning to minimize passive gains and losses.   Also known as "tax harvesting".

Investment tax planning requires year-round planning, and begins with an in-depth understanding of the tax implications of various investments and assets you own.   We can help you manage:

  • The application and treatment of "wash sales" trades.
  • Tax-exempt investments when your marginal tax rate is just too high.
  • Gains and losses that require detailed tracking and reporting for tax filing.
  • 1031 exchanges that allow you to change investments without triggering a tax penalty.
  • Qualified dividend income that's taxed less than regular dividends
  • Option strategies
  • Tax-deferred investing by rolling your 401k into an IRA or other qualified plan
  • Passive income and losses 
  • Mutual fund taxation

Gift, estate, income, and inheritance taxes come with giving away wealth during life or at death.  Why put pressure on loved ones to make tax decisions during a time of mourning?  You can help protect them from excessive depletion, by understanding these taxes and the various strategies available to minimize them.

If you're a business owner, it’s likely that many of the decisions you make will be tax based.  Did you consult trusted advisors on the formation of your business?  Have you thought about when you exit, what that time could be like for you and your family?  Your choice of business entity, how you pay out profits to the owners, and your accounting decisions will all have an effect on your tax liability.


This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situations.