Wealth Planning
Does your financial strategy take your taxes into account? Knowing how much you'll have to pay in taxes is a key part of knowing how much you really have, so you can better protect your assets.
Your H&R Block Tax & Business Services tax professional can work with your financial advisor to help you keep and protect your wealth by providing guidance on how to best manage the effect taxes may have on your portfolio. We offer services including:
- Stock option planning
- Timing of selling and purchasing stocks to impact capital gains
- Charitable giving plans
- Distribution of wealth to children and family members