Tax Management at Mission WealthExplore strategies to help defer, reduce and better manage your taxes.
Let Us Help You Minimize Your Tax BurdenWe help you explore the most cost-effective solutions to help cover a number of possibilities. We have no proprietary products to sell and no quotas to fill. We simply offer independent, objective advice that serves your best interests.
Our Tax Management Services Include:
- Annual Tax Management Review
- Proactively Communicate Tax Impact of Recommended Financial Strategies
- Integration and Coordination with CPA on Tax Savings Strategies
- Direct Access to our CPAs on Staff Who Can Review Tax Returns or Documents With You in a Way That's Easy to Understand
- Roth Conversion Modeling Strategy
- Cross-Border Tax Optimization
- Tax Return Preparation services (for clients with over $2.5MM AUM)
- Answer Any Additional Tax Questions
- Prepare Tax Projections
Are you looking for objective tax advice that serves your best interests?We have the experience and resources to help create a coordinated picture. Contact us today to receive a complimentary financial consultation and develop a plan that best aligns with your tax strategy needs.
More About Our Tax Management ServicesWe realize that taxes may be one of your largest ongoing expenses. We will bring tax reduction strategies to you and coordinate with your CPA on implementation. We also manage your investment portfolio in a tax-efficient manner.
Diversify your portfolio by investing in a very tax efficient manner.
Our tax and investment teams offer tax efficient planning by utilizing strategies like tax-smart implementation and trading, tax-loss harvesting, and asset location. You may feel handcuffed due to a low cost basis or employer-imposed restrictions. Let us help you make the most of your concentrated stocks positions. We will coordinate with your tax advisor to minimize the tax impact of divesting over time. Solutions include custom option strategies, exchange funds, and writing index put/call spreads.
The Exchange Fund allows investors who have at least a $5MM net worth transfer their highly appreciated concentrated stock position into a diversified S&P 500-like fund without triggering capital gains taxes. This also allows our clients to diversify their portfolio in a very tax efficient manner.
We integrate and help coordinate with your CPA on Tax Savings Strategies.
We help you discover possible Cross-Border Tax Optimization strategies.
U.S. taxation issues surrounding expats can be complicated. At Mission Wealth, we partner with a team of seasoned professionals with a deep understanding of cross-border planning. Our multidisciplinary approach combines tax advisors, legal experts, financial planners, immigration specialists, and investment professionals, collaborating to tailor comprehensive strategies to our clients' unique needs.
We empower our clients and their families to expand their reach, maximize opportunities, and navigate international frontiers with confidence.
We provide a powerful Tax Management Review* with complex scenario analysis, including tax impact of financial recommendations.
*Mission Wealth does not provide tax or legal advice. This review does not represent tax, accounting, or legal advice.
I am a satisfied client of Mission Wealth because of the excellent work that Julianna is doing in taking care of our financial resources. Not only does Julianna have high levels of financial expertise, but she is extremely thorough and pays intense attention to details.
As an example, in her prep for our meeting she noticed that my regular pension payment was missing from my 2021 tax return, an omission both the CPA and I had missed. We were able to quickly file an amended return before the extension deadline today thereby avoiding any penalties. Even more importantly, the income oriented strategy that she has overseen (with the help of Brian and others, of course) has played out very well in the current negative markets. At this point, I'm sure glad I chose Mission Wealth and Julianna to manage our wealth.
Meet Our Director of Tax StrategyAt Mission Wealth, Brandon works to effectively build out and lead the tax department in identifying and developing tax solutions that benefit our client base throughout the country. His position gives him the ability to both research tax strategies and then work with client advisors and their clients to implement those strategies.
"My goal is to help our financial advisors and their clients with a holistic approach to tax strategy. Taxes can be a major expense for many of our clients, and I enjoy helping find solutions to minimize those taxes."
BRANDON BAIAMONTE MS, CPA, CFE, CFM, CFA®