Wealth Advisors Network Service Profile

TAX PLANNING – Investment Planning Strategies
Provided by Wealth Advisors Network, Inc.

Description:
Services designed to capitalize on provisions of current tax laws that pertain to investment planning as a way to minimize taxes on your personal and business income and by taking available deductions, credits, and exemptions.

Benefits:
The lower 15% maximum federal tax rate on dividends may make dividend-paying stocks more valuable. By determining if they fit with your portfolio allocation and other investment strategies, a Wealth Advisors Network investment advisor representative can help you determine if they might be appropriate for you. We can also help you determine when it may be best to sell stocks to minimize the tax you will owe.

When selling assets, an installment sale may allow you to defer capital gains on property other than personal residences or publicly traded securities. We can advise you on this method of reducing taxes. If you invest in rental real estate, we can advise you on like-kind exchanges that may allow you to defer taxes on realized gain.

We can discuss the tax implications of purchasing government and corporate bonds, bond swaps, and original issue discount income to help you understand before you purchase how taxes may affect the interest you earn from a bond.

Complicated tax rules on stock options may add to your tax liability or it can be minimized by properly managing your stock options. We can advise you on both tax and investment aspects of your entire portfolio to help you balance tax issues with other financial implications.

Note that the examples mentioned here are only a very few of the tax planning strategies that may apply to your situation to help reduce your tax liability.

Process:

A Wealth Advisors Network professional who also has extensive training and background in investment strategies and taxation can advise you on the tax implications of an investment

We will review your past years’ tax returns and information on your investment portfolio and other holdings

We will then help you develop a strategy for minimizing the tax you must pay on your investments and advise you of tax consequences on the purchase, trade, or sale of those investments

Securities offered through 1st Global Capital Corp. (1st Global Privacy Policy) Member FINRA, SIPC
Investment Advisory Services offered through Wealth Advisors Network, Inc., D/B/A Contryman Wealth Advisors.
Insurance services offered through 1st Global Insurance Services, Inc.. and/or Wealth Advisors Network, Inc.
Wealth Advisors Network, Inc., a Registered Investment Adviser, and 1st Global Capital Corp. are unaffiliated entities.
Currently, we have representatives licensed to offer securities and investment advisory services in Alaska, Arizona, Arkansas, California, Colorado, Florida, Illinois, Iowa, Kansas, Louisiana, Michigan, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Carolina, Oklahoma, Oregon, South Dakota, Texas, Virginia, Washington, Wisconsin, and Wyoming
This is not a solicitation or offer to sell securities to residents of any other state.
CPA services provided only through Contryman Associates, P.C., and other licensed CPA firms.