Tax Planning

PRIMESolutions Advisors will review investments and portfolios for strategies that could reduce current taxable income. We will discuss the advantages and disadvantages of various tax deferral methods, as they fit each client’s situation.

PSA will make recommendations for a client to take to their tax advisor to discuss proactive tax strategies, year-end tax planning and conduct an extensive review to offer most tax-efficient ways of utilizing tax-advantaged employer benefit plans and retirement programs.

"Don't limit your tax planning to a few weeks before April 15th"

Tax-efficient investment management is the key to ensuring that your portfolio is structured with an eye toward your individual income tax posture. Selecting tax efficient investments is just another key component of our individualized portfolio management.

Tax Deferred contributions and earnings make the best one-two punch in investing.

Here are some strategies to consider implementing:

• Accelerate expenses and delay receipt of income
• Check the performance of your mutual funds to better anticipate their year-end tax impact
• Deduct investment losses against ordinary income
• Deduct money or property contributed to charity, or establish a charitable trust

Ask a PRIMESolutions Advisor for tax efficient Investing advice specific to you circumstances.