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 loss harvesting
  • Optimize your investments/portfolio construction from a tax perspective
  • Retirement plan distribution optimization
  • Gaining tax efficiencies through financial planning
Caregiver’s Guide: How to Financially Support Adult Dependents

Caregiver’s Guide: How to Financially Support Adult Dependents

Whether you’re caring for aging parents, a disabled family member, or an adult child, you know how challenging, yet rewarding, the work can be. The fact is, supporting an adult dependent can put a significant strain on your finances, especially if you’re relying on...

Funding Your Child’s Education

Funding Your Child’s Education

When it comes to saving for your child’s education, the earlier you can start, the easier it will be to reach your goal. A modest contribution today could amount to a larger sum by the time your child is ready for school. Let’s take a closer look at a few of the different education savings plans available to you.

Hand writing illustration

“It takes as much energy to wish as it does to plan.”

–Eleanor Roosevelt

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