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Schwab Alliance

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12 Common Mistakes
Defining Objectives
Cutting the Confusion
Choosing an Advisor
Why a CFA?
Manage. Relationship
Evaluate Performance

Tax Planning

There are many kinds of taxes and with the constantly changing tax code, it is important we incorporate tax planning to maximize our clients’ wealth. To do this we familiarize ourselves with our clients’ tax returns and manage portfolios with forward looking tax planning.

Here are some of the steps we may take:

• Harvesting tax losses
• Monitoring our clients’ marginal tax rates, capital loss carry-forwards, and Alternative Minimum Tax situations
• Selecting bonds with the best after-tax returns
• Staying aware of significant investment-related changes in the tax code, including changes in the capital gains tax rate, dividend tax rate, tax brackets, IRA contribution limits, etc.
• Planning Charitable Giving to maximize tax benefits.