Tax Planning

Is tax-deferred really tax-advantaged?

As an investment firm, we carefully take into account the tax consequences of dividends, capital gains and income for each of our client’s accounts. We continuously monitor our client’s portfolios to utilize tax planning strategies that incorporate the following:

  • Aligning Tax Generating assets with Tax Advantaged Accounts
  • Using Tax Exempt and Tax Advantaged Accounts where Appropriate
  • Offsetting Gains with Losses as Warranted
  • Selecting top performing investment managers and strategies that seek to minimize capital gains and dividends distributions.

Contact us today to learn more about unintended consequences of improper investment site location and distribution tax issues.