Robust Tax Strategies

Taxes are an integral part of any well-thought-out wealth management strategy. When it comes to taxes, it is about what you keep, not what you make. We believe that this statement holds true for both family and multi-generational planning.

We work closely with our clients and alongside their CPAs to ensure a robust tax strategy is in place. By leveraging industry-leading tax planning software and scenario analysis technology, Client First Capital can help you develop robust tax strategies that are integrated with your overall financial plan.

Tax scenario reporting

By using advanced tax planning software, we provide our clients and their families with the ability to balance taxes paid today with future taxes.

Tax planning within investments

We analyze each security within our client’s investment portfolio to understand gains and holding periods relative to tax rates. We place an emphasis on asset location within accounts to maximize tax benefits.

Tax planning for your estate

We work closely with our clients to understand overall family dynamics and the legacy they wish to leave. We create strategies to maximize tax exemptions from an estate planning standpoint incorporating gifting and irrevocable trusts.

We are uniquely positioned to provide an integrated estate planning service as we see all the pieces that need to be taken into account, such as investments, taxes, values, and family dynamics.

 

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