Wealth Management Tax Strategies
We can help you make the most of your money
with a strategic tax plan.
With your Fifth Third Private Bank Advisor, you have access to a fully coordinated approach and a vast range of solutions to create a tax planning strategy.
Taxes affect almost all parts of your financial life and can be imposed at the individual, trust, estate, and business levels. To make the most of your money, you may already be using tax-efficient savings vehicles, such as your employer's 401(k) retirement savings plan, IRAs, or annuities. However, you may have other options.
Your advisor will look at your individual tax exposures and situations and create projections and a plan to manage your liabilities. And they will work with your other advisors, including your attorney and accountant, to make sure your financial program is fully coordinated.
We'll take a comprehensive look at your tax exposures and options.
1.
Does your employer compensate you with stock options?
We can help you carefully plan for exercising your options, taking tax considerations into account.
2.
When should you sell your investments?
We can help you understand how the timing of your sale can affect your capital gains tax liability.
3.
Are you planning to sell a family business?
The way the sale is structured can greatly affect your taxes.
4.
Do you want to take advantage of gifting strategies to minimize the taxes on your estate or donate a portion of your estate to a philanthropic cause?
We can help you assess your options and determine next steps.
2016 Tax Planning and Charitable Giving Strategies
Articles
2016 Year End Tax Planning
Our Tax Planning Guide covers the current tax policy environment and offers tips and ideas for managing the impact of taxes on your bottom line.
Article
The Charitable Giving Guide offers key considerations for creating a gifting strategy that helps maximize impact with the causes that mean the most to you.