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 help minimize this overall expense. 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

This information does not constitute legal or tax advice. Prime Capital Investment Advisors, ("PCIA"), Private Client Services ("PCS") and their associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations.