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
The Estate Tax Exemption & The Rule of 72

The Estate Tax Exemption & The Rule of 72

There are a number of strategies that can help minimize the tax burden on your heirs and protect your legacy including various gifting and charitable trust strategies. Let’s review these strategies.

Year End Tax Reminders

Year End Tax Reminders

Tax season may seem like the distant future but it will be here before you know it! Here are some key steps you can take now to set yourself up for success when it comes to your taxes.

Hand writing illustration

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

–Eleanor Roosevelt

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