Tax Planning

Helping you navigate the rough terrain that is the tax code

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Increased Tax Efficiency

Stabilize Cash Flow

Manage Tax Liability

Through careful consideration of your unique situation, I will assist with aligning your investments, purchases and spending with your goals in a tax-efficient manner so as to seek to lessen the impact of taxation.

Frequently Asked Questions

Should I purchase my investments in a taxable or tax-deferred account?

It really depends on the volatility of the investment, annual dividend yield, reinvestment and your individual tax bracket.

When should I look to capture any tax loss harvesting?

Tax loss harvesting can occur at any point.

From which type of investment account should I donate my charitable donations?

This depends on a few different factors like your age, tax bracket and where your highly appreciated assets are held (IRA or taxable accounts).

Don't Be Shy

If we didn't answer all of your questions, feel free to drop us a line anytime.

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Securities and Advisory Services Offered Through LPL Financial, a Registered Investment Adviser. Member FINRA / SIPC
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, District of Columbia, Ohio, and Texas. Lange Wealth Management is not an affiliate company of LPL Financial.