Tax Management

It’s not just what you make,
it’s what you keep

As a holistic wealth management firm, tax implications and mitigation strategies are critical considerations for all of our investment advice. We offer tax planning for individuals and business owners. From business entity structure to 401(k) rollovers and Roth conversions to charitable gifting strategies and tax-efficient portfolio offerings, our advisors have access to training on the latest tax laws to help your bottom line.

Simplifying the complex

The current United States tax code and revenue rulings are over 74,000 pages. Complexity is greater today than it has ever been, and the IRS isn’t very forgiving if you make mistakes.

Within those 74,000 pages, there are hundreds of ways to reduce or eliminate your current and future tax burden.

Most people only think of tax planning when it is time to write a check to the IRS, but at Prosperity Capital Advisors, our advisors know that tax planning is a year-round process. From putting a plan in place to fund estimated tax liabilities, to monitoring investment transactions so they don’t cause the wrong type of tax, to managing proper investment types to maximize after-tax returns, proper tax planning can add substantial wealth to you and your family over time.

Not all money is taxed the same

In addition to our core strategic investment offering, you can work with your financial advisor to choose a portfolio personalized to your preferences.

From environmentally or socially conscious investments to portfolios designed to help protect from market volatility, the choice is yours.

Christopher Woehrie

Christopher P. Woehrle, JD, LL.M

We do so through ongoing engagement of seven critical strategies of tax management and mitigation—not just today, but into the future. Advisors at Prosperity Capital Advisors have access to training by Dave Alison and Professor Christopher Woehrle to provide strategic tax planning.

Get Started

Are you paying too much in unnecessary taxes? Find an advisor to discuss your investments as part of a holistic financial plan, today.