Helping maximize your wealth by minimizing your taxes
An effective strategy to maximize wealth includes combining comprehensive tax & wealth planning with tax-aware investing. We emphasize to our clients that it isn’t what you earn that counts, but what you keep after taxes.
Reach out to us to see if you could meet your goals more easily and preserve more of your wealth with a comprehensive tax strategy.
How we use tax & financial planning to lower taxes:
Reviewing tax returns to optimize tax situation
Devise tax-efficient withdrawals strategies
Implement tax deferred savings vehicles
Roth Conversion Analysis
Help structure deferred compensation payments
Create stock option exercise plans
Utilize insurance strategies
Utilize DSTs, 1031 exchanges, & OZ
Diversifying concentrated stock positions
How we use tax-efficient investment management:
Asset location (e.g., purposeful placement for optimal tax results)
Donating appreciated assets
Retirement Income Calculator
Meet Our Skilled Team of Advisors and Wealth Planning Experts
Learn more about minimizing your taxes with proper planning
Please Remember: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by First Foundation Advisors-“FFA”), or any non-investment related content or recommendations, will be profitable or prove correct. FFA is neither a law firm, nor a certified public accounting firm, and no portion of the content should be construed as legal, tax or accounting advice. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Please Note: Projection/Assumption Limitations. The purpose of the projection is to provide a guideline to help determine which scenario best meets current and/or anticipated financial situations and/or objectives, with the understanding that either is subject to change, in which event FFA remains available to discuss the projection and assumptions with the client.