In a world of uncertain intermediate and longer-term tax rates, wise investors are always giving due consideration to the potential tax impact on portfolio maneuvering. At FBB, we are mindful of each of our client’s tax situations and how strategies like tax-loss harvesting, low turnover, and Qualified Charitable Distributions can affect a client’s annual return. Additionally, we work with clients and their accountants on an ongoing basis to map out applicable strategies that may be employed for the client’s benefit.
Please contact us to learn more about FBB’s tax efficiency philosophy and planning strategies.
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