Tax Planning
At 7 Strand Wealth Management, we don’t approach tax planning as a one-time event, but as an ongoing focus in all we do. We view each potential decision through a tax-efficient lens, constantly striving to reduce your tax exposure in order to optimize your financial outcomes. Based on your specific needs and challenges, our approach may include the following strategies.
- Tax diversification across taxable, tax deferred and tax-exempt accounts
- Tax-loss harvesting
- Tax bracket optimization
- Tax-efficient retirement withdrawal strategies
- Asset location
- Roth conversions
- Equity compensation timing
- Tax-efficient business entity structuring