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Tax Planning

Are you looking for a Financial Advisor to help you with tax planning? There are a number of steps you can do to reduce your tax burden, and our team of Spokane Financial Advisors can help you take advantage of them. In the meantime, here are a few things you can do:

  • Look at losses. If you have investments that are likely to produce capital gains, you can offset these with capital losses. This requires keeping track of your investment portfolio and estimating your gains and losses, but it can be beneficial in reducing your overall tax burden.
  • Review your portfolio regularly and estimate your gains and losses. You may want to consider holding assets for at least a year to take advantage of lower long-term capital gains rates. This requires planning and foresight, but can be a helpful way to reduce your taxes.

If you're interested in learning more about how to reduce your taxes, schedule an appointment with our team of Spokane Financial Advisors. We can review your portfolio to find areas where you can take advantage of opportunities to reduce your tax burden.

Ready to take the next step?

Schedule a FREE consultation with us. We want to learn about you and your unique situation and goals. Together we will develop a financial path that’s tailored to your specific needs!

Yes, I want to create a tax plan.


This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific issues with a qualified tax advisor. Fulcrum Financial Group and LPL Financial do not provide tax advice or services.