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What tax strategies should I consider?

Understanding tax strategies and managing your tax bill should be part of any sound financial plan.

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.

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

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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