Tax Planning

When it comes to financial planning, you can’t escape the fact that taxes require special consideration.  At Stoker Ostler, we appreciate the impact taxes can have on your wealth, both now and in the future.

Wealth Management Services

Our team of advisors stays abreast of changing tax laws and works closely with top tax professionals to ensure that your wealth plan incorporates appropriate and ethical tax planning.

Every investment strategy we recommend is carefully scrutinized to take greatest advantage of tax laws.  Along with your tax professionals, we will devise a strategy that uses diversification, asset allocation and expense reduction to minimize income, capital gains and estate taxes.  We believe that a year-round approach to tax planning will help you increase your after-tax cash flows and provide greater savings at tax time, now and in the future.

Stoker Ostler professionals can help you minimize taxes while maximizing your portfolio by:

  1. Recommending tax-efficient investments
  2. Balancing your portfolio with careful distribution of investments within taxable and deferred accounts
  3. Working with your tax professionals on your estate taxes to help protect and preserve your estate
  4. Considering your employment status and tax implications for small business and self-employed individuals

Stoker Ostler is a trade name used by Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser. BMO and BMO Financial Group are trade names used by Bank of Montreal.

This information is being used to support the promotion or marketing of the planning strategies discussed herein. This information is not intended to be legal advice or tax advice to any taxpayer and is not intended to be relied upon. Stoker Ostler Wealth Advisors, Inc. and its affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.

Investments are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

Copyright 2007–2017 Stoker Ostler Wealth Advisors, Inc.