Effective tax planning

A return to higher tax rates makes personal engagement in your tax planning all the more crucial.

 

Effective tax planning

Now that higher income tax rates have been in place for roughly two years, many high-net-worth individuals have modified their tax-planning strategies.

Indeed, routinely revisiting your tax plan at least annually is integral to sound wealth management. You’ll want to consider a variety of strategies so that you’re well positioned to meet your financial goals and preserve your wealth in any scenario, for both you and your family.

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Upside Business Losses

 


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Harvesting Capital Losses

 
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Net Investment Income Tax


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