Tax strategies

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

They can help reduce the tax drag of required minimum distributions.

They can help reduce the tax drag of required minimum distributions.

If avoiding taxes just attracts the IRS, it defeats the purpose.

If avoiding taxes just attracts the IRS, it defeats the purpose.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.