Print

Tax Planning

It's not what you earn—it's what you keep. At Acorn Wealth Advisors, we recognize that retaining more of your wealth can help you achieve your goals more quickly and effectively.

Tax-Efficient Investing

As we develop your investment strategy, we take advantage of a number of levers that can help minimize your tax liabilities. They include:

  • Asset location. By carefully distributing assets between taxable and tax-advantaged accounts, we maximize tax deferral while your investments grow.
  • Low turnover. Our investment portfolios are designed to avoid the higher short-term capital gains taxes wherever possible.
  • Tax-loss harvesting. By selectively selling portfolio holdings, we can help neutralize tax liabilities associated with gains.
  • Vehicle selection. Choosing the right investment vehicles, such as tax-advantaged 529 College Savings Plans, helps to ensure that you save effectively and tax-efficiently.

Teaming Up On Taxes

We work with your CPA and estate-planning attorney, or recommend trusted partners, to ensure that you pay the minimum taxes required by law. Using a coordinated approach, we help clients take advantage of tax-free gifting strategies and other tools.