As wealth advisors, KFA understands it is not what you make but what you keep that ultimately matters most. Some common tax strategies that our firm utilizes are the following: avoiding short-term capital gains, recognizing capital losses when appropriate and placing fixed income securities in IRA’s.
What We Do
Tax planning focuses specifically on tax issues and opportunities related to investing, estates, insurance, and retirement planning. At KFA, with the help of dedicated, outside tax professionals, we work with you on related matters including:
- Tax law changes
- Roth conversions
- Estate and gift tax strategies
- Review of returns
- Tax impact on investment decisions
- Individual income tax planning
- Stock option planning
- Federal and state tax
- State residency planning
- Tax impact of selling your business or transitioning ownership interests
KFA keeps clients abreast of the latest tax law changes, planning strategies and vital tax-related information. It takes careful planning to employ tax-saving strategies and our team addresses your unique needs and equips you with insight and answers to help reduce your taxes and financial risk while preserving your hard-earned wealth.