Tax-smart investing
The freedom to dream.
Done properly, investing can do real work for your tax plan. Our team stays current on the strategies that help you and your CPA keep more of what you earn.
Comprehensive. Methodical.
The Legacy approach to investing, for those in heavily taxed financial positions, is to give them peace of mind that they're doing everything they reasonably can to lower their tax bill — coordinated with your CPA, documented, and revisited as the rules and your life change.
Where it shows up
Strategies we put to work.
Opportunity funds
Deferral and long-term tax incentives for gains you'd otherwise recognize today.
Energy investing
Direct participation structures with meaningful deductions in the year you invest.
Real estate
Depreciation, exchanges and income strategies that work alongside the rest of your plan.
Legacy Wealth Management does not provide tax or legal advice. Tax strategies should be reviewed with your CPA or tax attorney based on your situation.
Bring your last return. We'll show you what a tax-aware portfolio would look like.
Schedule a Strategy Session