TAX PLANNING

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

Planning to Be Efficient

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.

As the old saying goes:  "A dollar saved is a dollar earned."

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".

Investments

Our advisors and investment management teams emphasize the importance of asset location to minimize current and future tax liabilities that chip away at your hard-earned wealth.

Learn More

Income Planning

Our advisors and tax professionals work hand-in-hand to provide you advice on the most efficient way to draw income both pre and post-retirement. 

Business

We'll help you evaluate your business structure to maximize the benefits of current tax code, and alert you to changes that might benefit you.

Learn More