• Quarterly tax reporting
  • Business services
  • Payroll taxes
  • Capital gains tax modeling
  • High net worth families and individuals

Capital Gains Taxes

The 2017 Tax Cuts and Jobs Act was a major federal overhaul which can make it seems as if the IRS tax deduction and income rules are constantly changing. Our complex tax code takes experience and continuous research to stay appraised of all the tax rules. Part of becoming a strong wealth manager is tax management. At Rebalance Wealth, we want to best utilize tax codes for your tax bill bottom line.

However, a member of our support staff is specifically trained to follow current regulations and enactment deadlines set by Congress. They communicate regularly with a respected, local tax attorney. With these resources in place, our team effectively treats each income tax filing profile on a case by case basis. Here are a few of the key areas we cover:

  • State and local tax either (SALT)
  • Net unrealized appreciation (NUA)
  • Stock options and restricted stock unite (RSUs)
  • Passive Activity Loss (PAL)

Tax-Advantaged Investing

  • Tax-advantaged bond funds
  • Tax-managed mutual funds
  • Municipal Bonds
  • State Bonds
  • Tax-loss harvesting