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Income Tax Planning & Preparation

Tax laws can be complicated. At HFA, our tax specialists stay current on the most recent tax laws and legislation to develop and implement comprehensive tax strategies that integrate with your financial planning goals. We work hard to uncover tax opportunities based on your current financial position and minimize the taxes you are currently paying.

We also anticipate significant life events, like retirement, as we plan to minimize your future tax liability. This combination of managing your current and future tax exposure leads to better overall financial results.

Tax Smart Investing

No one wants to see their portfolio decline in value. Tax-smart investment management can reveal a silver lining at such times by using market declines to reduce your tax liability and potentially add value. Tax loss harvesting (TLH) is a key feature of tax-smart investing.

TLH looks to capture investment losses in your portfolio that may be used to offset your near-term tax liabilities and increase your after-tax returns. Effective tax management demands advanced capabilities customized to your unique portfolio objectives.

Tax loss harvesting may not be appropriate for clients:

  • In non-taxable accounts, such as IRAs or 401(k)s
  • In accounts where most tax lots have appreciated so substantially that market-based declines would be unlikely to result in prices below cost basis
  • If you are in a very low tax bracket


Are you taking advantage of all tax savings opportunities?

Get a complimentary two-year tax review today.

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