Tax Efficiency and Planning
Tax Efficiency and Planning
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 financial planning strategies in Maryland.
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Frequently Asked Questions
What is tax-efficient financial planning?
Tax-efficient planning involves structuring your investments and financial strategy to minimize your overall tax liability while staying aligned with your long-term goals.
How does FBB Capital Partners help reduce my tax burden?
We evaluate tax implications across your portfolio, consider asset location, manage capital gains, and coordinate with your CPA to identify strategies that can reduce taxes today and in the future.
Can tax planning help with retirement withdrawals?
Yes. We guide clients through tax-efficient withdrawal strategies, such as sequencing distributions from taxable, tax-deferred, and Roth accounts to optimize their taxable distributions over time.
Does FBB offer tax filing services?
While we do not prepare or file tax returns, we work closely with your tax advisor to ensure that your financial plan supports smart, proactive tax decisions.
Is tax planning only helpful at year-end?
Not at all. Year-round tax planning allows for smarter investment decisions, better timing for asset sales or gifts, and a more efficient financial strategy overall.
CONTACT US TODAY
If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.