4th Pillar: Tax Planning

Evaluate the tax implications of personal, investment, or business decisions to manage tax liability

Tax planning evaluates the tax implications of personal, investment, or business decisions to manage tax liability. Although wealth management decisions are not based on tax implications alone, it is important to understand how income or estate tax issues impact the costs involved.

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This pillar assesses the best strategies to manage or potentially reduce the amount of taxes you pay using:

Tax-managed investments

Balance taxes and after-taxreturns by decreasing capital gains or dividends.

Tax Loss Harvesting

Selling investments that are losing value and replacing them with similar assets to offset investment gains with losses.

Optimal Tax Strategies

Minimizing the distortions caused by taxation while redistributing revenue.

Business Tax Strategies

Reducing tax exposure through credits and deductions.

Coordination with your tax professional

Consulting with your trusted tax advisor to ensure the latest tax laws are working toward your benefit.

Ask about other tax planning strategies, such as: