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Tax Optimization

Taxes

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

Common Tax Optimization Strategies:

  • Tax Loss Harvesting
  • Holding for Long Term Capital Gains vs Short
  • Appropriate use of retirement accounts and maximize the funding of those accounts.
  • Cost Segregation Analysis of Real Estate Properties
  • Section 179 Deductions
  • Other strategies discussed with your CPA

If you don’t have a CPA relationship we have CPA’s that we can highly recommend.