How Much You Make. Conventional tax planning can undermine your investment success in today's complex financial marketplace. Tax planning on investments that is deferred until the end of the quarter or the end of the year can significantly reduce overall after-tax returns. Unforeseen tax consequences can negate intelligent investment decisions. For example, short term trades can produce tax consequences that outweigh their upside results.
Inopportune timing can keep losses from offsetting gains.
Tax related trades may have too little value to compensate for transaction costs. In today's complex and fast moving financial markets, continual tax monitoring of investments is desirable. Following this strategy, we at Sterling take on the responsibility for analyzing the tax consequences of key transactions before the transactions take place. Ongoing tax planning can help to realize greater tax efficiency within your portfolio. By integrating continual tax monitoring which improves tax efficiency into our process, we find it possible to perform more effectively in current market conditions.