Taxes can take a meaningful bite out of investment returns. We help clients understand the tax side of their investment decisions and coordinate with their financial advisors.
Retirement accounts
Traditional versus Roth contributions, employer plans and IRAs.
Capital gains and losses
Holding periods, harvesting losses and timing sales.
Asset location
Which investments belong in taxable accounts and which in tax-advantaged ones.
Education savings
Using 529 plans and other options to save for school.
Real estate investments
Rental income, depreciation and the tax rules for selling investment property.
Charitable giving
Donating appreciated assets and other tax-efficient ways to give.
Every situation is different. To talk through how any of these topics applies to you, call us at
(404) 223-5950 or send us a message.
Related services: Tax Planning, Real Estate.
Related services: Tax Planning, Real Estate.
This page is general information, not tax, legal or investment advice for your specific situation.