How can a wealth manager help you pay less taxes?

 

Tax expertise should be left to the tax CPA. The firm's founder has many years experience in tax practice yet we recognize that tax laws change constantly which is why we don't do taxes, we don't give tax advice.

 

There is no single answer to the how-do-you-pay-less-taxes question, especially when you take into consideration risk tolerance, concentration of investments, client age, time horizon, financial situation, etc. It's like anything else: evaluate alternatives, choose the one or ones that fit best. In that regard, consider the following:

 

  • Oil and gas investments.  Intangible drilling costs can reduce adjusted gross income in the year of initial investment and in subsequent years.
  • REITs.  Cost segregation and bonus depreciation can accelerate expenses, offsetting early distributions making those distributions tax-free.
  • Qualified plans.  Qualified plans can reduce company profits thereby reducing income taxes.
  • Annuities.  Earnings inside an annuity are untaxed until withdrawn.
  • Life insurance.  Earnings inside a life insurance policy are untaxed.

 

 

 

To learn more, download the article below.

How a wealth manager can help reduce your taxes.
How a wealth manager can help reduce inc[...]
Adobe Acrobat document [1.5 MB]

 

 

 

 

 

 

 

 

 

 

 

 

 

Registered Representative offering securities and advisory services

through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. AXIOM Financial Advisory Group, LLC and IFG are unaffiliated entities.  Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, NC, NM, TX.  The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

 

 

 

 

AXIOM Financial Advisory Group, LLC

7373 E. Doubletree Ranch Road, Suite 170

Scottsdale, AZ 85258

480.367.9000

info@axiomcorp.com

 

 

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Armando G. Roman 

CPA/PFS MBA

Wealth Manager

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Thomas J. Marki

CPA

Financial Advisor

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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