Raymond James does not offer tax advice. However, much of our financial advice does hover around tax planning.
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:
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:
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.