Simplify tax planning
As your partner, we have a holistic view of your financial life – meaning we can help you integrate effective tax strategies into your broader financial plan. The tax planning support we offer helps you preserve the wealth you’ve built and plan for meaningful contributions during your lifetime, including inheritances or funding your children’s education.
- Tax-Efficient Investing
- Review Realized Gains/Losses
- Carryforward Losses
- Tax Loss Harvesting
- Tax Year “Bunching” Strategies
- Donor Advised Funds
- Qualified Charitable Distributions (QCDs)
- Roth Conversion Analysis
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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