Tax Investing

Every new client relationship begins with a review of the tax return. We look for areas where clients can be smarter about how their assets are structured to avoid or defer paying any unnecessary taxes.

Taking advantage of programs that the IRS has available to structure assets to minimize taxation allows the portfolio to keep all of its distributions and continue to grow over time.

A key component of our passive investment portfolios that benefit an investor’s tax liability is low turnover. By keeping turnover low, annual capital gains are minimized, keeping more funds at work, reducing how taxation can whittle away investment returns over time.