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Tax Strategies*


If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. Proactive planning goes beyond helping to reduce your current tax liability; it also involves striving to pay the least amount of tax over your lifetime, as well as for future generations inheriting wealth.

We strive to be tax aware advisors as we look to actively manage a client’s tax situation to help minimize tax drag on returns. Some strategies include:

  • Loss harvesting
  • Gain harvesting
  • Asset location (placing less tax efficient investment strategies within tax deferred/tax exempt accounts)
  • Gifting strategies
  • Tax bracket management, handle contributions or withdrawals efficiently

In our opinion, financial planning done right requires a team.  When working with you, we’ll want to have a quality working relationship with the other professionals you have hired to help you with all aspects of your financial life.  In our opinion, when each team member is working together to serve you and your family, the best long-term results typically occur.

*Sanddollar Wealth Management and LPL Financial do not provide legal or tax advice. Please consult your legal and/or tax advisor regarding your specific situation.