Planning Tax Strategies

Choosing the Right REIT

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Given REITs’ already strong run, investors are wise to be choosy when selecting from among them today. Read More about Choosing the Right REIT

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What's the Right Mix?

Your tax strategy is an integral part of making sure your estate plan reflects your intentions. Understand how you can maximize income and minimize taxes using tools like charitable gifts, trusts, insurance, investment vehicles and more.

Have a Plan

Careful planning with a tax professional may help you reduce estate taxes and maximize benefits to your beneficiaries. Plan how best to use your estate tax exemption. And consider whether you should gift now to reduce the value of your taxable estate.

Begin with Financial Planning

Manage Your Capital

Understand the various tax strategies that can help you maximize returns on your invested capital. Work with your Wealth Advisor to identify tax-efficient investment vehicles, see where you can harvest losses to offset gains and keep a long-term perspective.

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Grow, Protect and Transfer Your Legacy

Include a comprehensive tax strategy as part of your retirement plan. Don't let your retirement assets be consumed by poor tax planning. Work with your Wealth Advisor to understand what makes sense for your situation.

Assess Your Estate Plan