Tax Strategy
CEOs, Founders, Entrepreneurs, Pre-liquidity and
Next-Generation Innovators, and High-net-worth individuals like you face unique challenges in financial planning, especially around the topic of tax strategies. Park City Wealth Advisors implements tax minimization strategies to combat some of these challenges.
Through collaborative conversations with our clients and our network of professionals, we determine a shared vision of your financial objectives. Based on your unique needs, goals, and risk tolerance, we work side by side with your accounting professionals to explore, audit, and implement the latest tax regulations and deferral strategies. Inside your investment accounts we will develop diverse, tax-optimized portfolios that complement your physical investments such as real estate or privately held businesses. You don’t know what you don’t know, and this is where our combined years of experience comes into play to benefit you.
Often by making simple changes, you can greatly alter your tax game with a careful, expert approach that we are here to systematically support you with.
Our client’s financial goals flourish as Park City Wealth Advisors opts for resources not always accessible to other private investors. Our team carries out carefully calculated tax planning to ensure you’re aware of the advantageous tax strategies for your picture.
Our exclusive Tax Strategy services include the following:
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Philanthropic Strategy
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Asset Allocation
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Risk Tolerance
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Pre Transaction Planning
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Exit Strategies
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Tax Loss Harvesting
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Gifting
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Cost Segregation Studies
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Opportunity Zones
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1031 Guidance
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Establishing Tax Deferred accounts and more!
CEOs, Founders, Entrepreneurs, Pre-liquidity and Next-Generation Innovators, and High-net-worth individuals are consistently looking for ways to take their business and entrepreneurship to the next level.
We invite you into our network of experts in their respective fields whose main objective is to accomplish your goals. Allow Park City Wealth Advisors to handle what we do best, so you can focus on what is most important to you.