how we plan / Investing With Vision /

Tax Planning

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Tax planning permeates everything that we do for our clients. From a portfolio management perspective, we are ever mindful of maximizing after-tax returns, which drives asset allocation (i.e., determining which asset classes go where) and decisions around which asset classes make sense (e.g., municipal vs. taxable bonds or the use of real estate investment trusts in the absence of tax-sheltered accounts). From a financial planning perspective, we work closely with clients and their tax accountants to ensure we have up-to-date tax information, which we use to formulate tax-planning strategies. Some of our core areas include:

  • Gift-giving strategies and vehicles to effectively transfer wealth to future generations
  • Helping business owners take advantage of the QBI/Section 199A pass-through deduction
  • Effectively using retirement vehicles to defer tax
  • Comprehensive planning around equity awards
  • Charitable-giving strategies
  • Roth IRA conversion planning
  • Qualified small business stock planning
  • Financing vs. cash purchase decisions
  • Education planning

Ask a question about Tax Planning

Speak with Aaron Waxman, CPA, CFP (R), Principal, who has extensive experience in working through complex retirement and tax planning issues.

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.

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