Although Bryant Financial Advisory does not provide tax-filing and reporting services, we advise clients on ways to reduce taxes through use of deductions, exemptions, and investment strategies. We will work closely with the client’s tax professional to implement strategies now and in the future. We will also provide names of qualified tax professionals if one is needed.
BFA believes that the asset location decision is an important element of sound investment planning.
An important aspect of investment decision-making is where best to place certain investment vehicles for the greatest tax efficiency. The goal is to divide investments among taxable and retirement accounts in a way that will defer taxes and ultimately provide the best after-tax returns.