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We provide strategic tax planning before, during and after retirement, helping you make smart decisions, optimize returns, and invest more efficiently based on your personal situation.
We conduct a detailed review of your tax return and investment portfolio to uncover opportunities for greater tax efficiency. By assessing cost basis, evaluating realized gains, and identifying patterns in your taxable income, we develop a clearer picture of your overall tax exposure.
We explore targeted tax strategies like tax loss harvesting and the use of loss carryforwards to offset current and future gains. By strategically realizing losses and tracking carryforward amounts, we help minimize your taxable income and preserve more of your investment growth.
We can help you uncover valuable tax savings by analyzing your tax returns for overlooked deductions, credits, and strategic opportunities. We look closely at how your income, investment activity, and charitable giving align with current tax rules, identifying ways to reduce your liability.
We assess how elements like capital gains, dividend income, and contributions to qualified accounts—such as IRAs or 401(k)s—impact your current and future tax liability. We can recommend strategies to better manage taxable events and minimize unnecessary tax exposure.
01Uncover Missed Deductions and Credits
We review your tax return to identify overlooked deductions and tax credits that can reduce what you owe. From charitable giving to education expenses and retirement contributions, we seek to make sure you’re taking advantage of every opportunity available under current tax law.
02Align Investments with Tax Strategy
03Minimize Taxes Through Loss Harvesting
04Coordinate With Your Tax Professional
Our advisors work closely with your tax advisor to fully align your financial plan, tax strategy, and investment decisions. This team-based approach helps eliminate surprises and keeps your overall financial strategy on track.
The advisors at Legacy Wealth Management can help take the mystery out of preparing for the future. Whether you are a busy professional, planning for retirement, or creating an estate plan, we focus on your needs and financial goals through our personalized wealth management services.
