Tax Efficient Investing

KWB also helps with federal and state tax analysis to expose any optimizing opportunities as well as excessive and unnecessary taxation issues. This analysis helps ensure that our clients are not affected by any preventable tax burdens. We utilize tax efficient investments where appropriate, such as tax-free municipal bonds and indexed strategies, as part of our comprehensive service to our clients. Additionally within accounts, we seek opportunities to harvest tax-losses and select tax lots to minimize capital gains. For those clients who take income, we do our best to help maximize lower tax brackets when applicable. For a complimentary tax analysis please contact us.

*KWB & Associates, Inc. and LPL Financial do not provide tax advice or services.  Please consult your tax advisor regarding your specific situation.