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

 

*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

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

Helping protect your wealth and family:

1 Providing guidance to your CPA on your specific situation.

 

Source: Advisys, Inc.

 

  • 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