Tax Strategies

Paying too much tax hurts.

As an advisor, an important part of our value proposition is to identify strategies that will help you  minimize the amount of tax you pay.

That’s where we can help.

Our Tax & Retirement Services (TRS) team identifies tax challenges that clients may face and provides easy-to-understand solutions, which you can understand.

Tax Managed Investing – Strategy # 1

Capitalizing on Capital Losses
If you or your spouse have realized capital gains in the last three years, consider selling an investment that has dropped in value to recover the taxes paid on those gains