Ryan C. Williams, CFP®, CEPA®, CPFA’s Post

Understanding capital gains is crucial for investors. When an individual sells an investment for more than its purchase price, they realize capital gains. These gains can be classified as short-term gains. Learn more: https://buff.ly/43xYlXS #Investing #CapitalGains #FinanceTips #WealthManagement Remember, the content shared is for informational purposes only and should not be considered as tax or legal advice.

Understanding capital gains is crucial for investors. When an individual sells an investment for more than its purchase price, they realize capital gains. These gains can be classified as short-term gains. Learn more: https://buff.ly/43xYlXS #Investing #CapitalGains #FinanceTips #WealthManagement Remember, the content shared is for informational purposes only and should not be considered as tax or legal advice.

Understanding capital gains is crucial for investors. When an individual sells an investment for more than its purchase price, they realize capital gains. These gains can be classified as short-term gains. Learn more: https://buff.ly/43xYlXS #Investing #CapitalGains #FinanceTips #WealthManagement Remember, the content shared is for informational purposes only and should not be considered as tax or legal advice.

Looking for a smart way to pass on your wealth, reduce taxes and plan for the future? A family investment company may be the answer. In our latest article, Financial Planner Jo-Ann Welman FPFS discusses the advantages and disadvantages you should consider before you make a decision. Read here: https://bit.ly/4cwEj3V #QuilterCheviotFInancialPlanning Capital at risk.

Another example of how the investment landscape is constantly changing. This is just one of many reasons why having a trusted, knowledgeable financial advisor is of huge importance to reaching your financial goals. 📈 Are you looking for a financial advisor? Do you need a second opinion? We're here if you do! 🤝 https://lnkd.in/eQFXBgbg #wealthmanagement #financialadvisor #financialplanning #goals #financialfreedom #capitalgains #growth

A great article here by Jo-Ann Welman FPFS on the use of family investment companies and their use in inter-generational wealth planning.

At HIGHLAND Financial Advisors, #taxefficiency is a cornerstone of our investment management strategy. We believe it's not just about what you make but what you keep. A key tactic we use is #taxlot identification in trading. This helps reduce realized #capitalgains, which are taxable when securities are sold. Each purchase creates a separate tax lot, allowing us to manage these lots to your benefit. We use various methods like #FIFO (First In, First Out), Average Cost, Specific Share, and #LIFO (Last In, First Out) for different securities. By choosing the optimal method, such as Specific Share, we can significantly lower your tax liability, ensuring you keep more of your investment returns.

Planning with clients often means helping them make more Tax-Aware Decisions – such as whether you hold your assets in tax-deferred or taxable accounts and how you draw down on those assets. These choices can potentially increase your overall return on your investments. Take a look at these 5 basic tips to get started and let's discuss how these tips could be relevant to your #plan.

Our March update provides good data on capital gains taxes, the National Association of Realtors settlement, Austin real estate, and timeliness investment lessons https://lnkd.in/e8X2TzB #taxes, #Austinrealestate, #realestate #investing

Prod-OTS-Template-09.02-SOCIALL How to choose the right tax-saver 80C investments before the March 31 deadline | Simply Save Starting early and identifying the most suitable section 80C instruments after meticulous research will ensure that your tax-planning is not an isolate.