« Return

Tax Management

One of the important goals of any asset management firm is to minimize the impact of taxes when appropriate. We seek to maximize our clients after tax return by implementing various tax management strategies. When appropriate, we factor the potential tax consequences into all investment decisions.

We plan tax management strategies for your portfolio on a personalized basis. We consider the various aspects of your family’s finances – your marginal tax rate, the Alternative Minimum tax, the effects of stock options, any losses that you may be carrying forward on your tax return, investment tax lot analysis, in addition to other considerations.