Sarasota, FL / Bradenton, FL

Effective Tax Management

financial advisory clients we serveBy owning individual securities, you gain unparalleled control over the timing of capital gains and losses. This control plays a crucial role in your overall investment strategy, allowing you to determine when gains are realized, or losses are taken. Through careful and strategic planning, you can offset gains with losses, thereby minimizing tax liabilities. This may include methods such as tax-loss harvesting, which seeks to turn investment losses into tax savings, or capital gain management to avoid short-term capital gain taxes.

The optimization of these tax elements leads to a more efficient investment return, ensuring that more of your earnings remain in your pocket rather than being paid in taxes. This hands-on approach allows for adjustments that can be made based on market conditions, individual performance of securities, and changes in tax laws.

Unlike traditional investment strategies, which may have a more generalized approach, effective tax management within an SMA provides opportunities to align closely with your unique financial situation, goals, and risk tolerance.