Tax Planning
Universal Wealth Management works with clients to manage their investments in a way that seeks to minimize taxable events. Although our firm does not prepare tax returns, we are constantly considering how taxes affect your investment returns by measuring potential benefits of portfolio changes against the shrinkage caused by taxes. It is important to remember that, although minimizing taxes is important, attempting to achieve a proper balance of risk and return is our paramount concern.
While we believe detailed tax advice is the responsibility of your personal accounting professional, your tax concerns are always a priority at Universal Wealth Management. Our clients benefit from strategic collaboration with their tax professionals; thereby offering multiple perspectives on tax decisions.
For clients who do not have a comfortable relationship with a tax professional, we help to match the client with the appropriate professionals to meet their needs.
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Click Here for Additional Tax Planning Resources
Click Here to see the most common Frequently Asked Questions for Tax Planning