“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:
Osaic Wealth does not provide tax advice or services.
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