Tax planning strategies
Tax implications are complicated. Most investors have a handle on how much they’ll owe due to the Texas capital gains tax or dividend tax, but high-net-worth investors generally have portfolios that require significant tax planning, as seeking tax deductions and advantages can have a significant influence on overall returns.
Do you know whether some investments in your portfolio would better serve you as short- rather than long-term gains? Are you getting all of the benefits that you can from any tax-advantaged accounts? Are you sure that you are up to date on all of the frequently changing tax laws surrounding every type of asset in your portfolio?
The tax planning specialists at Avidian know. Our Austin investment advisors use innovative technology to build tax-efficient, “stress-tested” portfolios tailored to our clients current financial situation and their long-term goals.