A tax-aware approach to planning for your future
As part of your consultative team, we can help you take advantage of the opportunities available to you to maximize tax-efficiency and tax planning as it relates specifically to income taxes, capital gain taxes and estate taxes. Because tax laws are complex and ever-changing, we collaborate with you and your accountant to help mitigate the effect taxes can have on your finances.
Both before and after a liquidity event – such as selling real estate or a business, or even inheriting a large estate – we can help you make the most of your resources through personalized planning. Depending on your goals and needs, we can also recommend investments that are tax-exempt or especially tax-efficient when it comes to providing yield and foreseeable cash flow.
Developing customized tax planning strategies is one of the many ways we help our clients pursue their objectives. Through a dedicated partnership, we can help you explore your wealth’s potential.
Please note: Changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
