Tax Planning

While there are many different tax management strategies to consider, such as tax loss harvesting, charitable giving, exemptions and deductions, the ideal place to start is determining the changes that will be best for your overall portfolio.

With your overall portfolio strategy and long-term objectives in full context, there are several proven tactics you can use to seek to minimize tax liabilities. These will need to be implemented with special consideration given to the challenges posed by the new tax rules, such as phase-outs for itemized deductions and personal exemptions.

Your Smith Moore financial advisor can provide you with an independent investment perspective on various tax and estate strategies you may be considering. We also suggest talking to your tax advisor and financial advisor. To learn more about the various tax management strategies available to you, contact a Smith Moore Financial Advisor today.

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