Tax Services

Many times, people engage in transactions without realizing the significant tax consequences that could be realized. This is usually brought on by salespeople looking to get paid a large commission.

An example of this a scenario from the brokerage business. A client held a large amount of a security that had been in the family for many years. The security was a large portion of their portfolio and the broker recommended diversifying their assets. In order to do this, the security was sold, the broker received his commission on the sale and then was compensated again on the purchase of mutual funds.

The client was now diversified, but also stuck with a capital gains tax of over $30,000.

There are many other examples like this that could be prevented by proper tax planning. If this had been a Wiser Wealth Management client, he or she could have been diversified with much fewer tax consequences.

If you are considering the sale of investment property, securities, a business or any other type of investment, we encourage you to give us a call. We would like to help you keep as much of your investment as possible. Our first meeting is complimentary and is of no obligation to you.

Tax Preparation

Wiser Wealth Management specializes in estate, business and personal tax preparation. Through the supervision of a CPA and trained tax professionals, we will take the time to ask the appropriate questions to insure that you can maximize all available tax credits and deductions. This makes for a lower tax bill, or better yet, a higher refund. No tax return is too complicated for us; please give us a call.

Toll Free  1-800-596-0716    Click HERE for 2012 Organizers

Recent Tweets

wwm twitter

Managing Inherited IRAs: Distributions and Taxes
- Monday Oct 16 - 4:00pm

wwm twitter

Investing options: 3 Warren Buffett stocks for retirees
- Sunday Oct 15 - 4:00pm

wwm twitter

Epcot's Food and Wine Fest expands around the world
- Saturday Oct 14 - 4:00pm


Sign up for Wiser's E Newsletter

From Our Blog

Equifax Breach – What you need to do

How to protect yourself after a breach. As you may already know, personal information for over 143...

The Best Benchmarks for Every Asset Class

The Best Benchmarks for Every Asset Class (Literally All of Them) Benchmarking your portfolio perfor...

You’re Doing Commodities Wrong: In Favor of Global Natural Resource ETFs

Before exchange traded funds (ETFs), investing in commodities meant either opening up an account to ...

Who Makes up the Fortune 500 Companies?

Landing on the Fortune 500 is a pie-in-the-sky dream of many business owners. The most profitable U....

What Britain Leaving The EU Means

The EU (European Union) was established following the end of WW II in order to offer financial and s...