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Raymond James does not offer tax advice. However, much of our financial advice does hover around tax planning. We will work with your existing tax professional to ensure you minimize your tax bite. If you don’t have a tax advisor, we can refer you to one as needed.
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved.
A major goal of tax planning is minimizing federal income tax liability. This can be achieved by:
• Reducing taxable income through income deferral or shifting
• Deduction planning
• Investment tax planning
• Year-end planning strategies
Investment tax planning involves evaluating how to best position assets in order to minimize the amount of taxes you have to pay on an ongoing basis. This requires year-round planning, and it begins with an in-depth understanding of the tax implications of various investments and investment strategies, including:
• The treatment of wash sales
• Tax-exempt investments
• Gains and losses
• 1031 exchanges
• Qualified dividends
• Tax straddles
• Tax-deferred investing
• Passive income and losses
• Mutual fund taxation
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situation.
IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for any purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed therein.