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We provide comprehensive investment tax planning and mitigation strategies. Our priority is to seek tax-advantaged savings opportunities and tax breaks. On behalf of our clients with taxable accounts, we seek a tax-efficient rate of return. It’s not what you make, but what you keep that counts!
Tax Observation Report: which covers our 12-point tax return checklist. Our thoughts are sent to you along with your tax observation report, which presents numerous key findings from your tax return.
Custom/direct indexing and tax loss harvesting
Roth conversion analysis
Capital gain/loss reporting
Donor Advised Funds and Charitable giving of appreciated securities.
Qualified Charitable Distributions (QCDs). What are QCDs?
Trusted and vetted CPA and tax professional relationships.
First, we get acquainted in a 30-minute Zoom. We will discuss your experience with our industry, listen to what outcomes you are seeking, share the steps in our Fiduciary process, and how we are compensated. Connect with a PCA team member to learn more about what it looks like to work together:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Ed Slott is not affiliated with Private Advisor Group and does not endorse Private Advisor Group or any investment advisor representative associated with Private Advisor Group
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Barron’s “Top 100 RIA Firms” is based on assets managed, technology spending, staff diversity, succession planning and other metrics. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking. Barron's publishes these rankings annually, most recently in September 2023.
Schedule a 30-minute Zoom to get acquainted with a PCA Wealth Manager. The focus of this discussion is for us to learn more about your unique objectives and life goals.
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