Tax Planning

Every investment decision made impacts taxes. I attempt to help minimize life’s biggest expense by combining some basic tax planning with investment advisory services.

The best tax planning is done throughout the year. If you don’t currently have a CPA, I am happy to recommend one. Aggressive tax planning is essential, particularly if taxes are impacting your portfolio results.

Ordinary income taxes on investments can reduce returns therefore I’ll generally seek a strategy based on capital gains which are typically lower.

Sound tax awareness can affect asset allocation decisions and may enhance returns by as much as 1-2% annually.

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