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Tax Planning

Pursuing Tax Efficiency

At SteelPeak, your wealth advisor can help you make decisions with minimal tax consequences. Our advisors are equipped to give guidance on the potential tax implications of decisions in your financial plan. Many of them also partner with CPAs and tax attorneys to help counsel in special situations, allowing you to minimize your tax liability while complying with all applicable laws. In the end, our goal is that every consideration is made in every component of your financial plan, and that the resulting decisions put you one step closer to realizing your goals.

T.Planning

Tax-Loss Harvesting

Your Wealth Advisor and the Institute of Portfolio Management & Economic Strategy are actively monitoring portfolios to harvest losses to reduce capital gains.

Special Circumstances

Our advisors can help guide clients through difficult or special circumstances.

Consulting with Tax Professionals

We collaborate with your tax professionals to help provide tax-efficient strategies.