Tax Loss Harvesting

David Uhlmann | Apr 13, 2023

Washington State's New Capital Gains Tax Explained: What You Need To Know

Taxes

Tax Planning

Washington state's recent adoption of an excise tax on capital gains has sparked much discussion and controversy. This tax is expected to generate millions of

David Uhlmann | Dec 7, 2022

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning

Tax Loss Harvesting

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

David Uhlmann | Jul 1, 2022

Market Turbulence & Strategies

Volatility

portfolio risk

Tax Loss Harvesting

Strategies

This year has been a terrible one for markets. A perfect storm of inflation not seen in a generation, a war in Europe affecting food and energy supply chains

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Washington State's New Capital Gains Tax Explained: What You Need To Know

5 Year-End Tax Planning Opportunities for the Savvy Investor

Market Turbulence & Strategies

Synergos Advisory LLC

**Depending on the client needs and desires for estate planning document review, preparation, or updates, Synergos Advisory LLC (“Synergos”) will engage with Trust & Will, a third-party scrivener service, or estate planning attorneys. Synergos does not provide legal advice.

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