Tax strategy is at the root of so much of our work for clients.
Tax strategy is at the root of so much of our work for clients.
Taxes impact everything.
Understanding where they lurk and reducing their bite raises the complexity of our work for you considerably. But it’s essential for achieving true investment performance and maximizing your real assets.
Where other firms may shy from it, we embrace tax strategy and planning enthusiastically. We stay abreast of the constantly changing tax rules, and deploy a wide array of tax-smart strategies and tactics on your behalf. We put every aspect of investing and financial planning through a rigorous tax filter.
If you need it, we also provide comprehensive tax prep and filing services, offering you proactive integration between your investments, tax strategy and financial plan.
Sometimes, your situation requires a special kind of solution.
Our many years in the trenches have given us a diverse playbook of advanced strategies to deploy on your behalf.
Here are just a few examples.
Here are just a few examples.
A 1031 Exchange can defer and potentially eliminate taxable capital gains by swapping one property for another. You can also avoid the burdens of active landlord management by swapping into a Delaware Statutory Trust (DST) and receive tax-advantaged passive income in return.
A Leveraged Direct Index (LDI) strategy can accelerate the generation of tax losses from a diversified stock portfolio. An LDI strategy can also reinvigorate tax losses from an existing, but ossified, direct indexing strategy. LDIs are also effective for high concentrations of low-basis stock.
Grantor Retained Annuity Trusts (GRATs) or Serial GRATs let you move assets out of your estate with limited downside risk, without triggering your lifetime exclusion.
Consider making an 83(b) tax election when you receive the grants and pay tax on the current value. Future stock appreciation can be taxed at lower capital gains rates when you sell the stock.
Engage in consolidation reporting with a focus on overall family asset allocation, risk control, tax efficiency and estate management.