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Tax Planning






Efficiency Matters

$1 saved in taxes is as good as $1 earned in portfolio growth.  

Tax efficiency is an often-overlooked component of wealth management. At Basepoint Wealth, our advisors work with you and your tax preparer to help you preserve as much of your hard earned income and savings as possible.

We go beyond simple investment strategies for tax harvesting, and dig in to identify strategies that can make your existing savings and investing strategies more efficient - squeaking every last drop of potential from your hard earned dollars.

It's Never Too Late, Or Too Early

A proper tax efficient savings strategy can save you thousands of dollars over the course of your lifetime.  While most people and many advisors focus on saving "as much as possible", our advisors go a step further and help you focus on saving "as efficiently as possible".

Tax and legal information is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Basepoint Wealth is not engaged in the practice of law or accounting.