Broker Check

(305) 751-8855

What tax strategies should I consider?

How can I prepare myself for taxes?

Tax filing may look different in 2021, so it is best to be proactive and do what you can do to prepare.

Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.Understanding tax strategies and managing your tax bill should be part of any sound financial plan. We are here to discuss what strategies may be best for your situation - contact our office to schedule a complimentary consultation.

2021 Tax Planning Guide

2021 Tax Planning Guide

Discover the ways that tax filing may look different in 2021 and learn what you can do to prepare. This guide also provides a helpful overview of how your federal tax dollars are allocated. Download your copy now!

Get your copy

Treece Financial Group understands that taxes can be pretty complex, so we separate each facet of tax planning into focused strategies. We also have an extensive list of trusted accountants and attorneys we can refer you to for tax planning support. Below are some of our methods that we use to analyze what may work best for our clients ...

Review of Cost Basis

We can assist you in saving as much capital gains taxes on your transactions as possible by reviewing your financial history and analyzing the cost basis.

Review Realized Gains

Part of your tax contributions is dependent upon the realization of gains that arises from selling an asset above its book value cost, we can help you understand this better and optimize the taxation on said gains.

Carry Forward Losses

This is a situational mechanism we use for our clients to carry forward losses from prior years to offset future profits and therefore lower future income taxes.

Tax Loss Harvesting

Tax loss harvesting is the practice of selling a security that has experienced a loss. By strategically realizing, or "harvesting" a loss, clients are able to offset taxes on both gains and income.

Deductions & Credits

By helping you understand how tax credit works and incorporating them into your tax planning, we can assist you in potentially getting a refund on your tax payments.

Potential Roth Conversions

By converting your account into a Roth IRA (at a cost), you can contribute to the account through tax-free growth and qualify for tax-free withdraws, ask us about how to perform the transition.

Tax Planning Resources

Tax Calendar

A list of important dates from the federal tax calendar

View

Tax Forms

A full set of downloadable forms from the IRS

Access

Tax Publications

A full set of downloadable publications from the IRS.

Access

Tax Rates

Tables to enable you to find your federal marginal income tax rate.

View
<p>How to Appeal Your Property Taxes</p>

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More
<p>Budget Check Up: Tax Time Is the Right Time</p>

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
Learn More
<p>Taxable vs. Tax-Deferred Savings</p>

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
Learn More
<p>The Power of Tax-Deferred Growth</p>

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
Learn More