Tax Smart Investors understand that investing is not just about what you earn it is also about what you keep. Investments begin with savings and the fastest way of building wealth is to protect your money and make it grow. Taxes reduce income and wealth and impact many types of investments and accounts. Tax rules and laws also change over time, so properly understanding, monitoring, and reviewing the tax ramifications of your financial and investment strategies is critical.
Tax Smart Investing is about coordination between our team of experts and our clients’ tax professionals in order to take advantage of features offered by tax-advantaged accounts, tax-deferred accounts, tax-advantaged securities, and tax diversification.
Our Tax Smart portfolio management takes advantage of account types and asset location, asset and security tax features, accounts for tax risk and tax law change, tax loss harvests regularly and engages in tax advantaged asset swaps.
Your FinTrust Advisor, our CFA and CFP professionals will coordinate with your CPA to help you to develop a comprehensive tax smart portfolio management plan. Contact us today to meet your credentialed FinTrust Advisor team.