Tax Management
We simplify taxes by reducing and optimizing with your CPA, manage your portfolio for tax efficiency, aiming to minimize tax implications and maximize returns.
Services Include:
- Partner with your CPA or tax professional on tax saving strategies
- Annual and lifetime tax data projections based on your financial plan
- Advice on charitable giving
- Family gifting strategies
- Strategic Roth conversions and Roth recommendations
- Prioritizing long-term tax efficiency over short-term tax savings
- Estate and gift tax mitigation
- Ongoing tax legislation and tax sunset awareness
- In-depth integration of tax planning and investments
- Planning around Medicare Part B and D premium surcharges
What you can expect from us,
should you choose to embark on your financial journey with Stratos Private Wealth, we want you to take our service on a test drive. Three meetings to help define your life goals, gain a better understanding of where you're at now and a plan for going forward. Confidential, trusted and complimentary.
We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan.
Take the next step
Schedule time to speak to a SPW advisor and find out how we can tailor your finances to youNeed to up your finance game?
From investment strategies, market updates, to tips, tricks and, tax planning- our advisors write regularly on our blog aiming to simplify a variety of complicated topics. No jargon, or hard to follow terms, just real help written by real humans.