How can I lower capital gains taxes?

You can lower capital gains taxes by holding investments for over a year to qualify for lower long-term rates, harvesting losses to offset gains, and strategically timing asset sales.

What are the best tax-advantaged accounts for retirement?

Accounts like 401(k)s, IRAs, Roth IRAs, and Health Savings Accounts (HSAs) offer tax benefits that help you grow your savings while reducing your current or future tax burden.

How does tax planning support estate transfers?

Tax planning can reduce the tax burden on your heirs through strategies like setting up trusts, gifting assets, and taking advantage of the federal estate tax exemption.

Can tax strategies help maximize charitable giving?

Yes, by donating appreciated assets, using donor-advised funds, or establishing charitable trusts, you can maximize your giving while minimizing taxes.

Tax Optimization

Smart strategies to reduce your tax burden.

Keep More of What You’ve Earned

At Petros Family Wealth, we believe that every dollar saved is a dollar that works harder for you. Our tax optimization strategies integrate seamlessly into your financial plan, ensuring that your investments, income, and transfers are managed with tax efficiency in mind.

From minimizing capital gains taxes to maximizing deductions, our advisors provide the expertise you need to retain more of your wealth.

Schedule a Fit Meeting

Tax Efficient Investments

Design investment portfolios that reduce taxable income and optimize long-term returns.

Retirement Account Strategies

Leverage tax-advantaged accounts, such as IRAs and 401(k)s, to minimize current taxes while securing your future.

Estate Tax Planning

Develop strategies to reduce taxes on wealth transfers, ensuring your legacy benefits your family and causes.

Income and Capital Gains Strategies

Structure withdrawals and asset sales to minimize tax impacts and preserve more of your earnings.

Your Tax Optimization Questions Answered

How can I lower capital gains taxes?

You can lower capital gains taxes by holding investments for over a year to qualify for lower long-term rates, harvesting losses to offset gains, and strategically timing asset sales.
What are the best tax-advantaged accounts for retirement?

Accounts like 401(k)s, IRAs, Roth IRAs, and Health Savings Accounts (HSAs) offer tax benefits that help you grow your savings while reducing your current or future tax burden.
How does tax planning support estate transfers?

Tax planning can reduce the tax burden on your heirs through strategies like setting up trusts, gifting assets, and taking advantage of the federal estate tax exemption.
Can tax strategies help maximize charitable giving?

Yes, by donating appreciated assets, using donor-advised funds, or establishing charitable trusts, you can maximize your giving while minimizing taxes.