A Few of Our Tax Reduction Strategies
Charitable Remainder Trust (CRT)
Investor contributes highly appreciated securities to a CRT, sells highly appreciated stock without capital gains tax and receives an annuity income stream over the investor's lifetime.
Active Tax-Loss Harvesting
Funds are used to actively harvest losses while mimicking the returns of a selected market index.
Mega Backdoor Roth Strategy
Use your 401(k) to turbo-charge your post-tax contributions and convert to a Roth 401(k) or Roth IRA on a tax-free basis.
Qualified Opportunity Zones (QOZ)
Investor rolls over capital gains into a QOZ to defer capital gains tax.
Donor-Advised Fund (DAF)
Investor contributes highly appreciated stock into a DAF and receives an upfront tax deduction. Investor can take time to make charitable contributions.
Examples of Tax Strategies to Meet Your Goals