Investments are taxed at the federal, state, and local levels and earned income is subject to additional levies to fund Social Security and Medicare. Taxes are difficult to avoid but there are several strategies you can use to help ward them off.
At Tate Capital Group we are not CPA’s or Tax Prepares but, we do partner with very good tax accountants and tax preparers to ensure our clients are getting the best advice possible to reduce their taxable income.

We believe the client should be the center of an active working relationship between their CPA, Estate Attorney, and Financial Advisor