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Tax Planning Solutions

Tax planning is a fundamental and often times an overlooked area of financial planning.  With the recent changes to the tax code, an effective taxation strategy should take into consideration the tax implications of individual, investment, or business decisions.  We will work with your tax advisors to assist in creating a financial plan that helps mitigate tax liability. Some of these strategies include but are not limited to:

  • The creation, and management of tax mindful portfolios

  • Tax loss harvesting

  • Tax deferred investing

  • Management of trust held investments

Given a possible rising interest rate environment, investors with high tax sensitivity are encouraged to involve their tax advisors during the financial planning process. 

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Retirement Plans

Retirement plans can allow business owners to contribute up to $406,500 based on IRS contribution limits for 2020.


Portfolio X-Ray

We dissect portfolios, helping to uncover any unnecessary tax consequences.

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Strategies for Entrepreneur

We can help design a strategy for the serial entrepreneur to help avoid capital gains or help narrow the tax consequence on exercising stocks options.

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Tax Loss Harvesting

Even if you don't currently have any gains, there are benefits to harvesting losses now, since they can be used to offset income or future gains.

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Life Insurance Techniques

We can help you decide if utilizing employee compensation plans, not eligible for discrimination testing, may allow you to compensate key employees or members of management.

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Are the strategies used by some of the world’s affluent families right for you and your family?

Samra Wealth Management is not a tax advisor. All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor. Samra Wealth Management does not provide tax or legal advice.  We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.  This material is not intended to replace the advice of a qualified tax advisor, attorney, and accountant or insurance advisor. Consultation with the appropriate professional should be done before any financial commitments regarding the issues related to the situation are made.  The material contained herein is for informational purposes only and does not constitute tax advice. Investors should consult with their own tax advisor or attorney with regard to their personal tax situation. A portion of income may be subject to State and local taxes. 

Neither Samra Wealth Management nor Advisory Services Network, LLC gives tax or legal advice. All decisions regarding the tax implications of your investments should be made in consultation with your independent tax or legal advisor.

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