Financial Harvest Wealth AdvisorsFinancial Harvest Wealth AdvisorsFinancial Harvest Wealth Advisors
Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789

Tax Mitigation

Tax mitigation

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
We'd Like to Hear From You
Gain Confidence and Peace of Mind

Free Second Opinion

The team at Financial Harvest invites you to get the answers you need for sound and confident decision making in 2021. We invite you to a free, no strings attached, Second Opinion Financial Checkup.
Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern.