What we do / Tax Strategies

Though the team at Peninsula Wealth are not accountants, there are still ways we can help with tax minimization. Depending on your stage in life, your financial plan and asset portfolio may have a big impact on your tax burden.

What’s next…

Our team can work with you to help ensure that you’re not paying more taxes than you need to when it comes to your financial planning. You may be able to reduce your taxes by considering a different retirement plan, increasing your charitable contributions, refinancing your mortgage, optimizing your stock options strategy, or changing your portfolio asset distribution. We will work with your CPA (or help you find one) to minimize your tax burden and to ensure the process of filing your tax returns is as seamless as possible.

Here are just a few of the ways we can help you when it comes to tax strategies:

Tax gain/loss harvesting
Direct indexing
Personalized tax-efficient bond investing
Retirement income drawdown strategies
Roth conversion analysis
Charitable giving strategies
Managing low basis positions
Estate tax minimization strategies
Optimizing contribututions to 401(k), IRAs, and HSA
Roth vs. pre-tax analysis
Deferred compensation plans
Stock option and equity compensation strategies

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