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Tax Planning

Annual review of tax returns

Our CapWealth Tax Planning Services help clients identify opportunities that may minimize taxes. A sweeping review of annual tax returns provides insight that our clients can use to be more efficient with their tax planning strategies.

Notification of new laws affecting taxes

We remain abreast of important tax law changes because they can have a big impact on our clients’ finances and how we manage their investment accounts. And we share this knowledge with our clients so that they can make informed decisions in regard to their individual tax situations.

Open and continuous dialogue with tax professionals

We work collaboratively with our clients’ many other advisors, including their accountants/CPAs and other professionals involved in their tax planning strategies, ensuring that they have all of the necessary documentation on clients’ taxable accounts and investments.

Creation of tax-efficient portfolios

Our investment strategies take into account a number of individual factors for clients, including their tax situation. And, tax-efficiency is an important consideration for ongoing maintenance and reallocation of our portfolios as well. People often aren’t aware of the tax consequences of their investment decisions, which is where we can serve as a resource for them – guiding them toward the most appropriate and tax-efficient investments.

Construction of family gifting strategies

The IRS has very specific guidelines about how much money can be gifted from a retirement account without paying hefty taxes – and the rules change every year. We help clients devise strategies that ensure the most efficient distribution to clients’ loved ones while avoiding substantial taxes.

“Family Vault” record storage and archiving

We provide comprehensive record storage and archiving of client account information for safe keeping and future reference.

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CapWealth Advisors

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Sterne Agee

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American Funds

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C. Schwab

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Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

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