At Upleft, “tax day” isn’t one day in April.
For assets held outside of retirement accounts, we work year round to help investors keep more of what they make.
Here are just a few of the tax-management tools at our disposal:
An intelligent look at which types of investments are held in taxable accounts versus tax-advantaged accounts
Cost Lot Accounting
Consideration of the cost and holding period of each specific purchase of each investment, not simply the Stock Symbol or CUSIP
Holding Period Awareness
Weighing the pros and cons of delaying an asset sale for potential long-term capital gains treatment
An eye on tax efficiency with each move in your portfolio, be it for a specific event like a distribution or something more common like quarterly rebalancing.
Tax loss harvesting doesn’t just take place at the end of the year. We look every trading day for opportunities to build a meaningful offset for your taxable gains.