Trying to Explain Tax Strategy to Otis

Explaining to Otis how we saved clients MILLIONS in taxes last year…

Depreciation from real estate investments offsetting passive income, while still generating monthly cash flow and long-term appreciation (have an exciting announcement coming soon here)
Tax-loss harvesting through long/short equity portfolios, realizing up to 90% of the account’s value in capital losses while maintaining market exposure + long/short alpha
Tax-aware hedge funds providing uncorrelated returns and ordinary deductions that can offset W-2 income and Roth conversions
Bunching charitable contributions into Donor Advised Funds (DAFs) ahead of the reduction in charitable deductions
Structuring portfolios correctly (e.g., private credit in retirement accounts) to avoid unnecessary taxable income

If you’re wrapping up your taxes this season and ready to actually do something about your tax bill this year, feel free to book a call using the link in my bio.

As cool as this all is… I think he was more interested in the chips.

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Quantitative Financial Strategies (“QFS”) is a registered investment advisor offering advisory services in the States of Colorado and California, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Quantitative Financial Strategies disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. QFS does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall QFS be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if QFS or a QFS authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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Trying to Explain Tax Strategy to Otis

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