Tax Planning

Forteris Wealth Management works with clients and their tax representatives to operate in a tax-efficient manner and also to help them to defer taxes for as long as possible. Tax efficiency and tax management are an important element of each of the planning disciplines. We focus on the tax impacts of available alternatives and how best to balance the desire to minimize taxes with other goals that we are looking to achieve for our clients. In the investment arena this may involve when and how to exercise employee stock options or restricted stock or when to take capital gains (and losses). Retirement and education planning both balance the desire to put money away for the future while maintaining liquidity and control over the investment and disposition of the assets. There are various ways to pay for insurance products that impact the tax treatment of the ultimate benefit that may be received. Taxes have a significant impact on many financial decisions and it is important to understand the tax implications prior to taking action.


Alert: There have been numerous phone outages in the building of our NY offices. If you have trouble reaching us, please email and we will get back to you as soon as possible.