The largest expense individuals will pay in their lifetime is taxes. We understand that net return is what is available for you to spend. Gross return may look good on paper until it is taxed at a rate where your spendable income is half of the quoted return. There are many strategies available that enable us to reduce taxes to you personally and in your portfolio. We help reduce taxes by:
Implementing tax-efficient portfolios and proactively harvest losses in taxable portfolios
Identifying and executing tax reduction strategies
Reviewing past tax filings to ensure accuracy and deductions were maximized
Paramount Investment Advisors, Inc. is a fee only, Registered Investment Advisory firm providing comprehensive wealth management including financial planning, investment management, tax planning, estate planning, cash flow management, risk management, education planning and retirement planning. We are currently serving the Suwanee, Buford, Sugar Hill, Duluth, Johns Creek, Cumming, Alpharetta, Roswell, and surrounding cities in North Atlanta out of our Suwanee Georgia office. We also work with clients virtually by using technology to our advantage.