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Tax Efficiency

Keep More of Your Money

Let's Connect
Keep More of Your Money

You may have heard the expression, “It’s not how much you make; it’s how much you keep.” It’s true! Your after-tax returns are what matter most because that’s what you'll be spending—now, and in retirement.

Logically, the more money you make—whether in work-generated income or investment returns—the more you’ll pay in taxes. But with the right planning and advice, you can legally minimize your tax bill.

Leeward Financial Partners can help you explore ways to:

  • Reduce taxable gains
  • Invest in tax-exempt securities
  • Utilize tax-advantaged accounts
  • Take advantage of tax-deferred programs
  • Apply capital losses to offset capital gains
  • Maximize your retirement savings
Manage, defer and reduce your federal taxes

Keeping up with the specifics of ever-changing tax laws is the job of your accountant. But from an investment perspective, astute tax management has the potential to greatly improve your after-tax returns.

At Leeward Financial Partners, we aim for tax efficiency, so that you’re paying the least amount of taxes required by law. While investment selection and asset allocation are still the key drivers affecting your returns, minimizing taxes isn't far behind.

Here’s something to think about: If you don’t optimize your tax savings today, you not only lose the money you pay in taxes; you also lose the potential compounded growth those extra dollars could have earned for you in the future.

Leeward can assist with:

  • Tax diversification — Spread your investments across accounts with different tax treatments. Then you’ll have flexibility in managing your taxes once you start withdrawing income from your savings in retirement.

  • Estate planning and charitable giving — Making calculated use of your different accounts according to their tax treatment can help you achieve your charitable giving and estate planning goals.

  • Tax-loss harvesting to offset gains — Strategically sell securities at a loss to reduce your capital gains tax liability

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Leeward Financial Partners, LLC is a registered investment adviser with the Securities and Exchange Commission. The Adviser may not transact business in sales where it is not appropriately registered or exempt from registration.

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