Tax Planning

Tax Planning

Taxes often represent the largest single expense for high-net-worth clients. Liberty Wealth Advisors can work with you and your tax, legal, and accounting advisors to help you structure your investments and your personal and business transactions to minimize this expense, leaving you with more savings to achieve your financial goals. In coordination with your tax professional, our team can:

  • Discuss various tax-planning strategies
  • Plan the optimization of your 401(k), 403(b) or other Retirement plan options
  • Engage in capital gains and tax loss planning
  • Discuss the benefits of section 125 plans and Health Savings Accounts
  • Help with reduction of taxable Social Security benefits
  • Provide a year-end capital gain/loss analysis


Liberty Wealth Advisors does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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