Tax Planning

Our Tax planning process involves analyzing your financial situation from a tax perspective. We help our clients focus on their objectives while utilizing tax-efficient investment strategies to minimize taxation. Tax-managed model strategies can offer our clients a strategically tax-efficient management approach to their taxable accounts and a broadly diversified portfolio.

Our tax-managed strategy seeks to limit the number of taxable events in our clients' portfolios-thereby minimizing the tax impact for investors. The potential of a tax-managed investment includes various components, tax-loss harvesting, selection of investments which produce qualified dividends, protection in a rising tax environment, reduction in capital gains distributions, and tax advantaged investments.

KMG Wealth Management does not provide tax advice but can work with your qualified tax professional to make sure they agree with the plan we develop for you. If you do not have a qualified tax professional, we can recommend a tax professional to you.