407-937-0707
Monday - Friday 9 a.m. - 5 p.m.
1091 W. Morse Blvd., Suite 200
Winter Park, Florida, 32789
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Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
Roth Conversions – Over $300,000 in clients’ IRA assets converted to Roth accounts in 2024. Our clients’ earnings will continue to grow tax-free for decades, and their future distributions will be non-taxable.
Charitable Contributions – $1,279,153 consisting of Qualified Charitable Donations, gifting of appreciated assets, and contributions to Donor Advised Funds in 2024.
Tax Loss Harvesting – We captured $7,469,541 in losses for our clients since January 1, 2020. These losses that we intentionally harvest can be used to offset future gains, thus mitigating taxes for several years in the future.
At the 2024 Celebration of Gratitude in November, $13,828 was given to Lighthouse Central Florida. The total amount with FHWA match is $16,428. Lighthouse Central Florida provides services for children, teens, and adults who are blind or visually impaired to lead fulfilling and successful lives. We were able to make gifts to 11 different charities for a total of $39,428.
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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