Tax mitigation is reducing your tax burden, not only currently, but over your lifetime. Mitigating tax successfully enables you to keep more of what you earn, save and invest. to have more to take care of those you love, and the causes you care about.
Financial Harvest Wealth Advisors’ approach to mitigating taxes includes, but is not limited to these strategies:
- Effective use of retirement plans and accounts to defer, accelerate (pay lower rate), or avoid taxes
- Deduction planning and timing
- Capital gains deferral and avoidance
- Roth conversions
- Net Unrealized Appreciation
- Tax-efficient investment strategy
- Tax Loss Harvesting
- Stock option, RSU and ESOP tax, and diversification strategy
- 1031 Exchange, Opportunity Zones
- Donor Advised Funds, Foundations, Charitable Trusts
- Gifting private interest before sale
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