Should I harvest any losses? Am I using the most tax-efficient strategies based on my plan? These are just a couple of the questions that arise as clients invest, are promoted, change employers, or strike out on their own business ventures. These are important questions, because as we seek to advance and protect your assets, we want to maximize every opportunity possible. We aren’t CPAs or licensed tax advisors, but we believe in building a solid team and working closely with them to accomplish your goals. You aren’t alone.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Aspect Tax Planning
Corporate Benefits • Deferral Techniques • Loss Harvesting • Dividend Strategies • Stretch Planning