Tax Strategy and Planning

Strategies to help investors keep more of what they earn.

Investing Tax Planning Strategies

Coordinated support to create strategies designed to minimize your taxes over time:

 

  • Tax-aware investing

  • Strategies to minimize/offset realized gains

  • Tax-free income strategies

  • Cash Balance Plans

  • 401k Plans/Solo

  • Custom tax-loss harvesting, offsetting taxes on both gains and income

  • Tax Overlay Manager

Executive Compensation Planning

Providing advice and consulting services to minimize tax, increase liquidity, diversification and hedging opportunities that include:

 

  • Risk reduction strategies by adding option hedging through Wealth Management Hedging Desk

  • Minimize future tax growth by taking specific election within the first 30 days of grant

  • Add diversification and tax minimization though an exchange fund

  • Consulting on stock options to manage liquidity, minimize tax, accumulate wealth, and reducing risk

Charitable Trust Planning

Monitor your net worth, minimizing taxable gain while making a difference:

 

  • Repositioning assets to promote lifetime income with a tax-favorable distribution

  • Donate through a Donor Advised Fund or create your own Private Foundation

  • Create a leveraging asset using the tax deduction to fund a Wealth Replacement Trust

  • An opportunity to provide assets to a charity that is creditor protected

Trusts and Estates¹

Safeguarding your wealth and protecting your family:

1 Providing guidance to your CPA on your specific situation.

 

Source: Advisys, Inc. 2022

 

  • Create a legacy in perpetuity for future generations without the burden of additional federal estate tax

  • Trusts designed to maximize applicable exclusion amount of each spouse

  • Reducing the estate tax of family owned businesses by discounting the value and gifting the limiting interest.

  • Minimize estate taxes, access government benefits, and protect assets