Tax Strategy

"It's not what you make, it's what you keep!"

Taxes have a profound impact on nearly every aspect of a financial plan and investment strategy. Not only do tax laws change regularly, but so does your unique tax situation. We strive to capitalize on the opportunities presented by these changes. From building a tax efficient retirement income plan, to helping identify efficient ways to sell a business, our focus on helping our clients minimize tax liability is paramount to our process.

Unique Tax “Blueprint”

Every client we work with has a unique tax “blueprint”. Some clients will face AMT (alternate minimum tax), the Medicare Surtax, higher long-term capital gains rates etc. Power Wealth Management works with our clients CPA’s and reviews each year’s tax returns to not only help forecast and evaluate tax reduction strategies, but also, to tailor each portfolio so that they are most efficient.

Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS) do not provide legal or tax advice and are not Certified Public Accounting firms. Certain Representatives of Kestra IS may be Certified Public Accountants and in their individual capacity provide accounting and tax services for which Kestra IS and Kestra AS are not responsible.