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Wealth Planning

Maximize your wealth by minimizing your taxes

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How we use tax & financial planning to lower taxes:

Reviewing tax returns to optimize tax situation
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Devise tax-efficient withdrawals strategies
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Implement tax deferred savings vehicles
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Roth Conversion Analysis
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Help structure deferred compensation payments
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Create stock option exercise plans
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Utilize insurance strategies
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Review trust docs
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Gifting strategies
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Utilize DSTs, 1031 exchanges, & OZ
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We combine the strength of great investment strategies and solid wealth planning to optimize each client's unique situation.
John Hakopian , President

How we use tax-efficient investment management:

Equity
Direct indexing-customize portfolios to client desires; Continuous tax loss harvesting (show importance-keeping more and the power of compounding); ETFs instead of funds (show they are more tax efficient and cheaper); Exchange Funds for concentrated stock
Alternatives
Private Real Estate-tax deferred income due to depreciation
Bonds
Treasuries-CA income tax free; CA Munis-Federally and CA Tax Free
Asset location (e.g., purposeful placement for optimal tax results)
Taxable income in tax deferred accounts; High turnover less efficient asset classes in Roth accounts
Donating appreciated assets
Donor Advised Funds

Retirement Income Calculator

Our expertise: 

  • Tax Expertise 

    • Roger Stinnett 

      • 30 plus years tax background from Big 4 accounting industry & CPA 

  • Investment Expertise 

    • Neil Amor 

      • 30 plus years constructing client portfolios & CFA  

 

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS #793235.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY