Saving $30,000 in Taxes

We regularly discuss with our clients and prospective clients the need to review and understand their tax situation before making changes or recommending investments. After all isn’t it important to know the cost of a transaction before entering into the transaction? It’s why one of the first things we do is review a new prospective client’s tax re...
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Tax Efficient Portfolio Management

Taxes work against investors like a riptide on a rowboat. With each stroke, the rower inches ever closer to shore, only to be pulled back to sea by the strong, fast-moving currents of an outgoing tide. Taxes – especially when not managed properly – have a similar effect on investors, erasing progress towards their financial goals. Many investors a...
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