Throughout the financial planning process, we make decisions take into consideration the net benefit to our clients after taxes. During the investment process, the difference between short-term and long-term capital gains can be greatly impact the success of a strategy. Capital gains in conjunction with sales, income, gift, and estate taxes are very important to our clients. We partner with Certified Public Accountants (CPA’s) to implement the strategy that best meets your short term and long term needs. This fall we wrote about how to work with financial planners and CPA’s
We work with client’s financial plan that addresses:
Deductions and Credits
Sale of Personal Residence
Federal Income Tax
Disclaimer: Rainierview Advisors, LLC does not offer tax advice. Please consult a Certified Public Accountant (CPA) regarding specific tax related questions.