We’re Ultimately Motivated
By Your Success & Understanding
At Basin Wealth Wealth Management, we believe that any financial advisor can manage your investment portfolio, but not every advisor can integrate tax efficiency. Since we prepare our client’s tax returns, we have a hyper-focus on tax-smart investing.
Unlike most investment advisors who offer generic tax advice (or give no tax advice at all), we can answer specific questions such as:
How much can I contribute to my IRA accounts? And, how much of that is deductible?
What is my required minimum distribution and how is it calculated? Isn’t there a way to withdraw it tax-free?
If I convert part of my IRA to a Roth IRA, how much will I owe in additional tax? Are there additional tax forms to fill out?
Why do I owe capital gains tax on my investments if I didn’t sell anything? Isn’t there a way to avoid that tax?
My advisor keeps talking about the benefits of active management and tax-loss harvesting. What is that and how does it work? Will it actually save me money?
See How Our Philosophy Can Impact Your Wealth
We can give you detailed, specific answers to your questions—because we prepare your tax return and are invested in the success of your portfolio. If you're looking for trusted, reliable financial and tax advice, we look forward to working with you.