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Tax Planning


“I’m proud to pay taxes in the United States: The only thing is, I could be just as proud for half the money.” – Arthur Godfrey

Though we don’t prepare tax returns of any kind, we do understand how taxes can significantly erode returns. So, when comparing investment alternatives for our clients, we try to use tax-deferred strategies when appropriate to the overall wealth management plan. We also employ tax-loss harvesting and other strategies to use capital gains’ laws in the most effective manner.


Our Tax Planning includes:

  • Advising the use of tax-favored strategies in the investment selection process, when and where appropriate
  • Coordinating with your tax professional to help keep your tax liability as low as possible
  • Tracking your cost basis so your fees to your tax professional will be as affordable as possible


Osaic Wealth does not provide tax advice or services.

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