Tax Diversification That Can Help Preserve Your Wealth

Taxes Are Not Just an April Concern

Taxes are a key component of your overall financial plan. We can help you with a forward-looking view of each year’s tax considerations by helping you understand the tax implications of your routine financial choices, as well as those that come into play when you’re making major life decisions.

This Is What Guide Us.

Forward-looking tax planning strategies tailored to your financial plan
A collaborative approach that taps in-house Certified Public Accountants and experts for your tax needs
An experienced perspective that taxes shouldn't drive decisions but should be a consideration
A core belief that everyone deserves to move their financial life forward
Independent, fiduciary investment advice that always puts your best interests first
Wealth management that seeks to balance maximizing returns, structuring for tax-efficiency and mitigating risk

An Orchestrated Team Can Provide The Expertise for You

Your financial planner has detailed knowledge of your wealth plan. They're also supported by experts from our tax planning team who provide you and your planner with strategic guidance to help ensure your plan is tax optimized.

Tax Diversification Frequently Asked Questions

Please reach us if you cannot find an answer to your question.

What role should tax diversification play in my overall financial plan?

Tax diversification is integral to helping maximize and manage your wealth. Tax considerations shouldn't be reactive; you need a tax-savvy partner who can help you understand the tax implications of the financial decisions you make so you can keep more of the money you work hard to earn.

When should I think about tax diversification?

Tax diversification should happen every year and every time there is a major financial or life decision. Don't just consider what you want to plan for in the next year, but also many years into the future. Awareness of annual tax filing deadlines and requirements imposed by the IRS is only one small component of the tax planning equation. Our tax laws are also more complex than ever. Forward-looking tax diversification should account for both our evolving tax laws and changes to your financial situation.

Can tax diversification help me keep more of what I have earned?

By working with your financial planner, you can better understand how the choices you make today may impact your future wealth. With your goals and overall life intentions in mind, we'll work with you to understand your complete financial picture. Then we can better assess potential tax benefits and identify opportunities for tax optimization.

Can tax planning help mitigate risk or offset loses?

Potentially, just like when markets are pulling back and there may be opportunities to harvest losses – the other end of the spectrum also exists where capital gains may be offset in the same year by losses in other investments.

What tax planning service does Synergy Advisors offer?

We offer forward-looking tax diversification services including tax-efficient strategies that can help you preserve and elevate your wealth. Tax diversification sits alongside your overall financial planning and helps to maximize the efficiency of your investments as well as the financial decisions you make over your lifetime.

How does tax diversification at Synergy Advisors work?

Your financial planner can bring in our tax experts to collaborate on your tax diversification as a part of our integrated wealth management approach. We work as an orchestrated team to help ensure you are matched with resources for your needs.

Do you offer tax preparation or compliance?

We do not offer tax preparation or compliance at this time. We provide forward-looking tax diversification to help you stay informed about the potential tax impacts of your decisions so you can work to preserve and elevate your wealth. We can work collaboratively with your tax preparer to help ensure there is a comprehensive review of your overall long-term planning.

Tax Diversification That Can Help Preserve Your Wealth

Taxes Are Not Just an April Concern

Tax Diversification Frequently Asked Questions

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