Tax Management

Tax Management

Income tax, capital gains tax, estate tax, alternative minimum tax, real estate tax, premium tax, foreign tax. There are many taxes to be considered in the development of your investment portfolio.

Tax considerations are vitally important in a properly constructed financial plan. Without proper tax management, you may not be able to achieve your retirement goals or pass on your wealth to your loved ones.

Your Northstar advisor will construct a portfolio which will include both taxable and tax deferred accounts, as needed to best protect your assets from the sting of high taxes during your prime earning years, and to lower the tax burden on the beneficiaries of your estate.

Wealth Transfer Tax Facts

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The limit of the duration of a Trust in many states
40%
GST Tax Rate
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The Applicable Exclusion Amount for 2015

Northstar Financial Planners is a fee-only investment advisor, devoted to a structured asset class investment strategy.