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Tax Planning & Preparation

Financial Services & Wealth Strategies

Estate Planning & Trust Administration
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Tax-Focused Investment Strategies

For investors, it's not just how much you make that matters—it's how much you keep after taxes. Like investment selection and asset allocation, the amount lost to taxes and other costs is a key factor that could be impacting your returns. Even small reductions in tax payments today can have a big impact on your wealth tomorrow. 

Navigating the markets can be challenging, but having a well-thought-out investment strategy that meets your financial goals and considers taxes is paramount to your overall financial plan.

Working together to identify tax-efficient investment opportunities that align with your long-term investment objectives we can reduce the amount of taxes you owe and keep more of your money where it belongs. With you. Reviewing your portfolio, we can optimize your investments from a tax perspective and make any necessary adjustments.

While tax rules and rates may change over time, the value of having a tax-focused investment strategy when making investment decisions does not. Having an investment portfolio that not only reflects your risk tolerance, time horizon and liquidity needs, but also minimizes your tax liability, is key to a comprehensive plan and your overall financial well-being.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM, Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM. CA insurance # 0J20148. The Avantax affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.  This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a Third Party and was not written or created by a Avantax affiliated advisor. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Investment ServicesSM or its subsidiaries. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third party website.