{"id":241555,"date":"2022-09-20T05:46:16","date_gmt":"2022-09-20T12:46:16","guid":{"rendered":"https:\/\/taxsmartinvesting.org\/?page_id=241555"},"modified":"2022-09-20T05:48:23","modified_gmt":"2022-09-20T12:48:23","slug":"tax-planning-los-angeles","status":"publish","type":"page","link":"https:\/\/taxsmartinvesting.org\/es\/tax-planning-los-angeles\/","title":{"rendered":"Tax Smart Investing in Los Angeles"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Header” _builder_version=”4.17.4″ _module_preset=”default” background_color=”#FFFFFF” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/05\/taxsmart-investing.jpg” background_size=”contain” height=”450px” height_tablet=”365px” height_phone=”400px” height_last_edited=”on|desktop” custom_margin=”|-850px|||false|false” custom_margin_tablet=”|0px|||false|false” custom_margin_phone=”|0px|||false|false” custom_margin_last_edited=”on|tablet” custom_padding=”3px||||false|false” background_last_edited=”on|phone” background_size_tablet=”custom” background_size_phone=”custom” background_image_width_tablet=”51%” background_image_width_phone=”67%” background_image_height_tablet=”97%” background_image_height_phone=”55%” background_position_tablet=”top_right” background_position_phone=”top_right” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”4.17.4″ _module_preset=”default” width=”90%” max_width=”none” height=”300px” custom_padding=”|40vw|||false|false” custom_padding_tablet=”|0vw|||false|false” custom_padding_phone=”|0vw|||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”80px||||false|false” global_colors_info=”{}”][et_pb_text content_tablet=”<\/p>\n

Tax planning principles designed for lowering taxes<\/h4>\n

” content_phone=”<\/p>\n

Tax planning principles<\/h4>\n

designed for lowering<\/h4>\n

taxes<\/h4>\n

” content_last_edited=”on|phone” _builder_version=”4.17.4″ _module_preset=”default” header_4_font=”Oswald|500||on|||||” header_4_text_color=”#19924a” header_4_font_size=”16px” header_4_letter_spacing=”1px” header_4_line_height=”0.5em” custom_margin=”||0px||false|false” header_4_font_size_tablet=”12px” header_4_font_size_phone=”12px” header_4_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Tax planning principles designed to enhance your after-tax outcomes<\/h4>\n

[\/et_pb_text][et_pb_text content_tablet=”<\/p>\n

Tax-Smart<\/h1>\n

Investing<\/strong><\/span><\/h1>\n

” content_phone=”<\/p>\n

Tax-Smart<\/h1>\n

Investing<\/strong><\/span><\/strong><\/span><\/h1>\n

” content_last_edited=”on|phone” _builder_version=”4.17.4″ _module_preset=”default” header_font=”|600||on|||||” header_text_color=”#0e470c” header_font_size=”5vw” header_letter_spacing=”3px” header_line_height=”0.9em” custom_margin=”15px||0px||false|false” custom_margin_tablet=”|390px||0px|false|false” custom_margin_phone=”40px|90px|0px|5px|false|false” custom_margin_last_edited=”on|phone” header_font_size_tablet=”46px” header_font_size_phone=”35px” header_font_size_last_edited=”on|phone” header_letter_spacing_tablet=”3px” header_letter_spacing_phone=”1px” header_letter_spacing_last_edited=”on|phone” header_line_height_tablet=”0.7em” header_line_height_phone=”0.8em” header_line_height_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Tax-Smart
\u00a0 \u00a0 \u00a0 \u00a0Investing<\/strong><\/span><\/h1>\n

[\/et_pb_text][et_pb_blurb content_max_width=”1100px” content_tablet=”<\/p>\n

Only half of the story is told when performance is based on pre-tax results.<\/p>\n

We focus on the after-tax result, the only number that should really matter<\/p>\n

” content_phone=”<\/p>\n

Only half of the story is told when performance is based on pre-tax results. We focus on the after-tax result, the only number that should really matter<\/p>\n

” content_last_edited=”on|tablet” _builder_version=”4.17.4″ _module_preset=”default” body_font=”|300|||||||” body_text_align=”right” body_font_size=”18px” body_letter_spacing=”0.5px” body_line_height=”0.5em” custom_margin=”20px|648px|||false|false” custom_margin_tablet=”50px|0px||0px|false|false” custom_margin_phone=”25px|0px||0px|false|false” custom_margin_last_edited=”on|phone” custom_padding_tablet=”||||false|false” custom_padding_phone=”|0px|||false|false” custom_padding_last_edited=”on|tablet” body_font_tablet=”|600|||||||” body_font_phone=”|600|||||||” body_font_last_edited=”on|phone” body_text_align_tablet=”left” body_text_align_phone=”left” body_text_align_last_edited=”on|phone” body_font_size_tablet=”12px” body_font_size_phone=”12px” body_font_size_last_edited=”on|desktop” body_line_height_tablet=”0.4em” body_line_height_phone=”1.3em” body_line_height_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n

Only half of the story is told when performance is based on pre-tax results.<\/p>\n

Tax planning focuses on the after-tax result, the only number that should really matter.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”50px||50px||true|false” custom_padding_tablet=”50px||50px||true|false” custom_padding_phone=”10px||10px||true|false” box_shadow_style=”preset1″ global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.4″ _module_preset=”default” width=”100%” width_tablet=”100%” width_phone=”70%” width_last_edited=”on|phone” max_width=”1300px” max_width_tablet=”1300px” max_width_phone=”1300px” max_width_last_edited=”on|phone” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Keep more vs. pay more in taxes?” _builder_version=”4.17.4″ _module_preset=”default” header_font=”|700|||||||” header_font_size=”21px” custom_margin=”|-30px||-30px|false|false” header_text_align_tablet=”” header_text_align_phone=”” header_text_align_last_edited=”on|phone” header_font_size_tablet=”21px” header_font_size_phone=”18px” header_font_size_last_edited=”on|phone” header_letter_spacing_tablet=”” header_letter_spacing_phone=”1px” header_letter_spacing_last_edited=”on|phone” header_line_height_tablet=”” header_line_height_phone=”1.2em” header_line_height_last_edited=”on|phone” body_font_size_tablet=”” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

<\/strong><\/p>\n

We believe in implementing a prudent investment philosophy that is backed by academic and scientifically validated investment principles and processes but even that is not enough<\/span>.<\/strong> We believe that applying a tax planning approach can be the answer to uncovering predictable yields and lowering taxes.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/06\/Tax-savings-growth.jpg” alt=”Lowering taxes” content_tablet=”<\/p>\n

Uncovering potential tax savings help you keep more of what is yours as well as allows your focus to be directed where it should be, growth in after-tax results.<\/p>\n

” content_phone=”<\/p>\n

Uncovering potential tax savings help you keep more of what is yours as well as allows your focus to be directed where it should be, growth in after-tax results.<\/p>\n

” content_last_edited=”on|phone” _builder_version=”4.17.4″ _module_preset=”default” body_font=”|600|||||||” body_font_size=”13px” body_letter_spacing=”0.7px” body_line_height=”1.4em” image_icon_custom_margin=”||-20px||false|false” image_icon_custom_margin_tablet=”||-20px||false|false” image_icon_custom_margin_phone=”||-20px||false|false” image_icon_custom_margin_last_edited=”on|phone” custom_margin=”0px|-10px||-10px|false|true” custom_margin_tablet=”0px|0px|||false|false” custom_margin_phone=”|-36px||-36px|false|true” custom_margin_last_edited=”on|tablet” body_font_size_tablet=”12px” body_font_size_phone=”12px” body_font_size_last_edited=”on|tablet” body_letter_spacing_tablet=”0.5px” body_letter_spacing_phone=”0.5px” body_letter_spacing_last_edited=”on|tablet” body_line_height_tablet=”1.5em” body_line_height_phone=”1.2em” body_line_height_last_edited=”on|tablet” border_radii_image=”on|10px|10px|10px|10px” box_shadow_style_image=”preset1″ global_colors_info=”{}”]<\/p>\n

Uncovering potential tax savings help you keep more of what is yours as well as allows your focus to be directed where it should be, growth in after-tax results.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb content_max_width_tablet=”” content_max_width_phone=”415px” content_max_width_last_edited=”on|phone” _builder_version=”4.17.4″ _module_preset=”default” custom_margin=”40px|-110px|||false|false” custom_margin_tablet=”0px|0px||0px|false|false” custom_margin_phone=”|-27px||-27px|false|true” custom_margin_last_edited=”on|phone” body_font_size_tablet=”” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Each financial decision made has tax implications.<\/strong> Without a tax planning strategy aimed at tax efficiencies to lower taxes, you give up unnecessary gains.\u00a0 <\/strong><\/em>This is the framework we use to focus on after-tax outcomes, partnering with our clients, not just during tax season, but all year long in the pursuit of your goals in the most tax-efficient manner possible.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Services” _builder_version=”4.17.4″ _module_preset=”default” background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_stops=”#e9edf4 0%|#ffffff 100%” background_color_gradient_start=”#e9edf4″ background_color_gradient_end=”#ffffff” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/05\/golf-lessons-img-04.png” background_size=”contain” background_position=”bottom_left” custom_padding=”3.5%||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” width=”53%” width_tablet=”80%” width_phone=”” width_last_edited=”on|tablet” max_width=”none” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Your CPA Should Not Be Your Only Tax Planning Architect” content_max_width=”1000px” _builder_version=”4.17.4″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”center” header_font_size=”28px” header_letter_spacing=”1px” header_line_height=”1.2em” body_font=”|600|||||||” body_text_align=”center” body_font_size=”13px” body_letter_spacing=”0.1px” custom_margin=”30px||||false|false” custom_margin_tablet=”30px||||false|false” custom_margin_phone=”30px|-10px||-10px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”||||false|false” header_font_size_tablet=”32px” header_font_size_phone=”32px” header_font_size_last_edited=”on|phone” body_text_align_tablet=”center” body_text_align_phone=”left” body_text_align_last_edited=”on|tablet” header_text_shadow_style=”preset1″ header_text_shadow_vertical_length=”0.09em” global_colors_info=”{}”]<\/p>\n

Financial advice should begin with understanding how money flows in and out of your life, focusing not on what your earn, but on how much you keep.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.17.4″ _module_preset=”default” custom_margin=”38px||||false|false” custom_margin_tablet=”38px||||false|false” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|phone” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Tax-Smart Planning” use_icon=”on” font_icon=”||fa||900″ icon_color=”#FFFFFF” image_icon_width=”77px” content_max_width=”100%” _builder_version=”4.17.4″ _module_preset=”default” header_font=”Oswald|500||on|||||” header_text_color=”#1a202c” header_font_size=”20px” header_line_height=”1.3em” body_font=”Poppins|500|||||||” body_text_color=”RGBA(0,0,0,0.55)” body_line_height=”1.6em” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/05\/golf-lessons-img-45-1.png” background_size=”initial” background_position=”top_center” image_icon_custom_margin=”50px|2px|||false|false” image_icon_custom_padding=”||33px||false|false” text_orientation=”center” animation=”off” global_colors_info=”{}”]<\/p>\n

Understanding the tax implications of all of your financial decisions<\/p>\n

[\/et_pb_blurb][et_pb_button button_url=”#planning” button_text=”Learn More” button_alignment=”center” _builder_version=”4.17.4″ _module_preset=”default” custom_button=”on” button_text_size=”14px” button_text_color=”#19924a” button_border_width=”0px” button_border_radius=”0px” button_font=”Oswald|500||on|||||” button_icon=”5||divi||400″ button_on_hover=”off” global_colors_info=”{}” button_text_color__hover=”#FFFFFF” button_text_color__hover_enabled=”on|hover” custom_padding__hover=”10px|30px|10px|20px|true|false” custom_padding__hover_enabled=”off|desktop” button_bg_color__hover=”#19924a” button_bg_color__hover_enabled=”on|hover”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Tax-Smart Investing” use_icon=”on” font_icon=”||divi||400″ icon_color=”#FFFFFF” image_icon_width=”95px” content_max_width=”100%” _builder_version=”4.17.4″ _module_preset=”default” header_font=”Oswald|500||on|||||” header_text_color=”#1a202c” header_font_size=”20px” header_line_height=”1.3em” body_font=”Poppins|500|||||||” body_text_color=”RGBA(0,0,0,0.55)” body_line_height=”1.6em” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/05\/golf-lessons-img-45-1.png” background_size=”initial” background_position=”top_center” image_icon_custom_margin=”42px|1px|||false|false” image_icon_custom_padding=”||23px||false|false” text_orientation=”center” animation=”off” global_colors_info=”{}”]<\/p>\n

Looking at your investments with a strategic, year-round tax-focused approach<\/p>\n

[\/et_pb_blurb][et_pb_button button_url=”#lowertaxes” button_text=”Learn More” button_alignment=”center” _builder_version=”4.17.4″ _module_preset=”default” custom_button=”on” button_text_size=”14px” button_text_color=”#19924a” button_border_width=”0px” button_border_radius=”0px” button_font=”Oswald|500||on|||||” button_icon=”5||divi||400″ button_on_hover=”off” locked=”off” global_colors_info=”{}” button_text_color__hover=”#FFFFFF” button_text_color__hover_enabled=”on|hover” custom_padding__hover=”10px|30px|10px|20px|true|false” custom_padding__hover_enabled=”off|desktop” button_bg_color__hover=”#19924a” button_bg_color__hover_enabled=”on|hover”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Tax-Smart Business” use_icon=”on” font_icon=”||divi||400″ icon_color=”#FFFFFF” image_icon_width=”69px” content_max_width=”100%” _builder_version=”4.17.4″ _module_preset=”default” header_font=”Oswald|500||on|||||” header_text_color=”#1a202c” header_font_size=”20px” header_line_height=”1.3em” body_font=”Poppins|500|||||||” body_text_color=”RGBA(0,0,0,0.55)” body_line_height=”1.6em” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/05\/golf-lessons-img-45-1.png” background_size=”initial” background_position=”top_center” image_icon_custom_margin=”51px|-17px|||false|false” image_icon_custom_padding=”||41px||false|false” text_orientation=”center” animation=”off” global_colors_info=”{}”]<\/p>\n

Implementing tax efficiencies that can directly impact your bottom line profitability<\/p>\n

[\/et_pb_blurb][et_pb_button button_url=”#businesstaxes” button_text=”Learn More” button_alignment=”center” _builder_version=”4.17.4″ _module_preset=”default” custom_button=”on” button_text_size=”14px” button_text_color=”#19924a” button_border_width=”0px” button_border_radius=”0px” button_font=”Oswald|500||on|||||” button_icon=”5||divi||400″ button_on_hover=”off” locked=”off” global_colors_info=”{}” button_text_color__hover=”#FFFFFF” button_text_color__hover_enabled=”on|hover” custom_padding__hover=”10px|30px|10px|20px|true|false” custom_padding__hover_enabled=”off|desktop” button_bg_color__hover=”#19924a” button_bg_color__hover_enabled=”on|hover”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Tax-Smart Retirement” use_icon=”on” font_icon=”||fa||900″ icon_color=”#FFFFFF” image_icon_width=”75px” content_max_width=”100%” _builder_version=”4.17.4″ _module_preset=”default” header_font=”Oswald|500||on|||||” header_text_color=”#1a202c” header_font_size=”20px” header_line_height=”1.3em” body_font=”Poppins|500|||||||” body_text_color=”RGBA(0,0,0,0.55)” body_line_height=”1.6em” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/05\/golf-lessons-img-45-1.png” background_size=”initial” background_position=”top_center” image_icon_custom_margin=”34px|6px|||false|false” image_icon_custom_padding=”||52px||false|false” text_orientation=”center” animation=”off” global_colors_info=”{}”]<\/p>\n

From pre-retirement provisions to withdrawal strategies, ideal tax diversification in retirement<\/p>\n

[\/et_pb_blurb][et_pb_button button_url=”#retirementtaxes” button_text=”Learn More” button_alignment=”center” _builder_version=”4.17.4″ _module_preset=”default” custom_button=”on” button_text_size=”14px” button_text_color=”#19924a” button_border_width=”0px” button_border_radius=”0px” button_font=”Oswald|500||on|||||” button_icon=”5||divi||400″ button_on_hover=”off” locked=”off” global_colors_info=”{}” button_text_color__hover=”#FFFFFF” button_text_color__hover_enabled=”on|hover” custom_padding__hover=”10px|30px|10px|20px|true|false” custom_padding__hover_enabled=”off|desktop” button_bg_color__hover=”#19924a” button_bg_color__hover_enabled=”on|hover”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Call to action” _builder_version=”4.17.4″ _module_preset=”default” background_color=”rgba(0,0,0,0.47)” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/05\/tax-wise-planning.jpg” background_position=”center_left” background_blend=”darken” custom_padding=”||||true|false” background_color_tablet=”rgba(0,0,0,0.65)” background_last_edited=”on|phone” background_enable_color_tablet=”on” global_colors_info=”{}”][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.17.4″ _module_preset=”default” z_index=”10″ width=”100%” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|desktop” max_width=”1188px” max_width_tablet=”1188px” max_width_phone=”1188px” max_width_last_edited=”on|desktop” height=”725px” height_tablet=”731px” height_phone=”731px” height_last_edited=”on|desktop” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.17.4″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”120px|50px|70px|50px|false|true” custom_padding_tablet=”|30px||30px|false|true” custom_padding_phone=”120px|20px||20px|false|true” custom_padding_last_edited=”on|desktop” background_color_tablet=”RGBA(255,255,255,0)” background_last_edited=”on|tablet” background_enable_color_tablet=”on” global_colors_info=”{}”][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” header_4_font=”Oswald|500||on|||||” header_4_text_color=”#19924a” header_4_font_size=”14px” header_4_letter_spacing=”1px” header_4_line_height=”1.3em” custom_margin=”-75px||0px|30px|false|false” custom_margin_tablet=”0px||0px|30px|false|false” custom_margin_phone=”-75px||0px|0px|false|false” custom_margin_last_edited=”on|desktop” header_4_font_size_tablet=”13px” header_4_font_size_phone=”15px” header_4_font_size_last_edited=”on|tablet” locked=”off” global_colors_info=”{}”]<\/p>\n

A time-tested method designed to maximize after-tax wealth<\/h4>\n

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Tax-Smart Investing is a tax planning approach to your financial decisions<\/h2>\n

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It’s common to feel anxiety when it comes to personal finances, but how much of that anxiety is shaping your financial decisions?<\/em><\/p>\n

” content_phone=”<\/p>\n

It’s common to feel anxiety when it comes to personal finances, but how much of that anxiety is shaping your decisions?<\/em><\/p>\n

” content_last_edited=”on|tablet” _builder_version=”4.17.4″ _module_preset=”default” text_font=”|600|||||||” text_text_color=”#126d1e” text_letter_spacing=”0.5px” background_color=”#FFFFFF” transform_rotate=”0deg|0deg|352deg” z_index=”0″ custom_margin=”|62px||0px|false|false” custom_margin_tablet=”50px|190px||10px|false|false” custom_margin_phone=”0px|190px||19px|false|false” custom_margin_last_edited=”on|tablet” custom_padding=”28px|20px|28px|20px|true|false” custom_padding_tablet=”26px|20px|26px|20px|true|true” custom_padding_phone=”38px|0px|19px|0px|false|false” custom_padding_last_edited=”on|desktop” animation_style=”fade” animation_duration=”1800ms” text_font_size_tablet=”12px” text_font_size_phone=”12px” text_font_size_last_edited=”on|tablet” text_letter_spacing_tablet=”0.5px” text_letter_spacing_phone=”0.2px” text_letter_spacing_last_edited=”on|phone” text_text_shadow_style=”preset3″ border_radii=”on|100px|100px|100px|100px” box_shadow_style=”preset1″ global_colors_info=”{}”]<\/p>\n

\u00a0It’s common to feel anxiety when it comes to personal finances, but how much of that anxiety is shaping your financial decisions?<\/em><\/p>\n

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Studies have shown that emotional decision making can reduce investment returns by over 4%<\/h4>\n

” content_phone=”<\/p>\n

Studies have shown that emotional decision making<\/h4>\n

can reduce investment returns by over 4%<\/h4>\n

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Studies have shown that emotional decision making can reduce investment returns by over 4%<\/h4>\n

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Emotional Investing<\/a><\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” text_font=”||||||||” text_text_color=”rgba(0,0,0,0.55)” text_line_height=”1.8em” custom_margin=”-15px|||-32px|false|false” custom_margin_tablet=”|||0px|false|false” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”|15px|||false|false” text_font_size_tablet=”13px” text_font_size_phone=”14px” text_font_size_last_edited=”on|phone” header_font_size_tablet=”55px” header_font_size_last_edited=”off|desktop” global_colors_info=”{}”]<\/p>\n

Before we consider saving money, making money, and spending money, we should consider the subconscious, early life lessons regarding our thoughts around money. Even when it’s just about a volatile stock market, how do you decide when to buy, sell, and hold? Why is it that you can get great financial advice, that supports everything you want and need, and yet still feel hesitation?<\/p>\n

<\/strong><\/em><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” text_font=”||||||||” text_text_color=”rgba(0,0,0,0.55)” text_line_height=”1.8em” custom_margin=”-28px|||20px|false|false” custom_margin_tablet=”|||0px|false|false” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”|20px|||false|false” text_font_size_tablet=”13px” text_font_size_phone=”14px” text_font_size_last_edited=”on|phone” header_font_size_tablet=”55px” header_font_size_last_edited=”off|desktop” global_colors_info=”{}”]<\/p>\n

What we all recognize is that we have behavioral biases that can affect even the best-executed plan of action. We each have our own decision-making styles and communication preferences.<\/strong> Money-related decisions by their very nature heighten fears, amplify needs, test strengths, and trigger stress behaviors. How you feel about money, matters just as much as the choices you make.<\/p>\n

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Take a quick 2-minute survey to understand your potential biases, and how they may be impacting your personal financial decisions.<\/p>\n

<\/strong><\/em><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” module_id=”planning” _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”3px||3px|||” custom_padding_tablet=”3px||3px|||” custom_padding_phone=”40px||40px||true|false” global_colors_info=”{}”][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”About” _builder_version=”4.17.4″ _module_preset=”default” background_enable_image=”off” background_size=”contain” background_position=”top_center” custom_padding=”2vw||4px||false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.17.4″ _module_preset=”default” width=”100%” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|desktop” max_width=”1300px” max_width_tablet=”1300px” max_width_phone=”1300px” max_width_last_edited=”on|desktop” min_height=”613px” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||70px|false|false” custom_padding_tablet=”” custom_padding_phone=”|||30px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_image src=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/07\/tax-efficient-planning.jpg” alt=”tax planning” title_text=”tax-efficient-planning” align=”right” _builder_version=”4.17.4″ _module_preset=”default” custom_margin=”0.2%||-30px|-70px|false|false” custom_margin_tablet=”0%|38px|-38px|-30px|false|false” custom_margin_phone=”|30px|-20px|0px|false|false” custom_margin_last_edited=”on|tablet” border_width_all=”70px” border_width_top=”0px” border_width_right=”0px” border_color_bottom=”#FFFFFF” border_color_left=”#19924A” border_width_all_tablet=”” border_width_all_phone=”30px” border_width_all_last_edited=”on|phone” box_shadow_style=”preset2″ box_shadow_horizontal=”10px” box_shadow_vertical=”-10px” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” header_4_font=”Oswald|500||on|||||” header_4_text_color=”#19924a” header_4_font_size=”14px” header_4_letter_spacing=”1px” header_4_line_height=”1.3em” custom_margin=”||0px||false|false” custom_margin_tablet=”||0px|40px|false|false” custom_margin_phone=”||0px|30px|false|false” custom_margin_last_edited=”on|tablet” header_4_font_size_tablet=”13px” header_4_font_size_phone=”11px” header_4_font_size_last_edited=”on|tablet” locked=”off” global_colors_info=”{}”]<\/p>\n

How much could you be leaving on the table?<\/h4>\n

[\/et_pb_text][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” header_font=”||||||||” header_3_font=”Oswald|500||on|||||” header_3_text_color=”#121212″ header_3_font_size=”36px” header_3_letter_spacing=”1px” header_3_line_height=”1.4em” custom_margin=”||8px||false|false” custom_margin_tablet=”20px||10px|40px|false|false” custom_margin_phone=”||8px|0px|false|false” custom_margin_last_edited=”on|tablet” header_font_size_tablet=”” header_font_size_phone=”30px” header_font_size_last_edited=”on|phone” header_3_font_size_tablet=”20px” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone” header_3_text_shadow_style=”preset1″ header_3_text_shadow_horizontal_length=”0.03em” header_3_text_shadow_vertical_length=”0.07em” locked=”off” global_colors_info=”{}”]<\/p>\n

Tax Planning Los Angeles<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”rgba(0,0,0,0.55)” text_line_height=”1.8em” custom_margin=”|-15px|-10px|-65px|false|false” custom_margin_tablet=”-7px|||-30px|false|false” custom_margin_phone=”|15px||-3px|false|false” custom_margin_last_edited=”on|phone” custom_padding=”|21px|||false|false” custom_padding_tablet=”|21px|||false|false” custom_padding_phone=”|0px|||false|false” custom_padding_last_edited=”on|phone” text_font_size_tablet=”” text_font_size_phone=”12px” text_font_size_last_edited=”on|phone” header_font_size_tablet=”55px” header_font_size_last_edited=”off|desktop” locked=”off” global_colors_info=”{}”]<\/p>\n

We examine your finances as well as current strategies with the goal of implementing tax efficiencies and applying those principles to better future financial decisions.<\/p>\n

For the best tax planning strategy in Los Angeles, contact us<\/a><\/span> today!<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||70px|false|false” custom_padding_tablet=”” custom_padding_phone=”|||30px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_blurb title=”Ideal tax planning is collaborative effort” content_max_width_tablet=”640px” content_max_width_phone=”700px” content_max_width_last_edited=”on|tablet” _builder_version=”4.18.0″ _module_preset=”default” header_font=”|600|on||||||” header_text_align=”center” header_line_height=”1.7em” body_letter_spacing=”1px” module_alignment=”left” custom_margin=”35px|||-120px|false|false” custom_margin_tablet=”0px|||-80px|false|false” custom_margin_phone=”|||5px|false|false” custom_margin_last_edited=”on|desktop” custom_padding_tablet=”” custom_padding_phone=”|22px|||false|false” custom_padding_last_edited=”on|phone” header_text_align_tablet=”center” header_text_align_phone=”center” header_text_align_last_edited=”on|tablet” header_font_size_tablet=”” header_font_size_phone=”18px” header_font_size_last_edited=”on|phone” body_font_size_tablet=”” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” module_alignment_tablet=”center” module_alignment_phone=”left” module_alignment_last_edited=”on|desktop” header_text_shadow_style=”preset3″ global_colors_info=”{}”]<\/p>\n

Tax Planning is proactive planning to reduce taxes. This is most often initiated by a good CPA, and less often by your financial planner. We see this as backward. Your CPA shouldn’t have to place all their efforts to find ways to reduce your tax burden, they should be fine-tuning the tax architecture that has already been put in place for you.<\/strong><\/p>\n

CPAs and financial planners rarely communicate or collaborate on behalf of their respective clients. The <\/span>financial planner<\/span><\/a><\/span> is proactive with your investments, but not lower taxes, and the CPA is stepping in to reduce taxes but is not involved in discussions of strategies. Each is working on a vital part of your financial life, independent of one another.<\/span><\/p>\n

We believe that this process is better served if your financial planning is focused on tax planning strategies, optimizing your taxable, tax-deferred, and tax-free accounts, taking into account your income today, and your needs for tomorrow, all while focusing to reduce taxes and capital gains but maintain capital market expectations.<\/strong><\/em> This, in turn, benefits from an open dialog with your CPA for two-way communication to better serve your financial interests and truly give you a complete tax picture.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”lowertaxes” _builder_version=”4.17.4″ _module_preset=”default” custom_margin=”|auto|-1px|auto||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.17.4″ _module_preset=”default” width=”100%” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|desktop” max_width=”1300px” max_width_tablet=”1300px” max_width_phone=”1300px” max_width_last_edited=”on|desktop” custom_padding=”27px||2px||false|false” global_colors_info=”{}” custom_css_main_element_last_edited=”on|phone” custom_css_main_element_tablet=”display:flex;||flex-wrap:wrap;||” custom_css_main_element_phone=”display:flex;||flex-wrap:wrap;||”][et_pb_column type=”1_2″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”|||70px|false|false” custom_padding_tablet=”” custom_padding_phone=”|||30px|false|false” custom_padding_last_edited=”on|phone” custom_css_main_element=”order:2″ global_colors_info=”{}”][et_pb_blurb title=”Strategic focus designed for lowering taxes” content_max_width=”568px” content_max_width_tablet=”700px” content_max_width_phone=”700px” content_max_width_last_edited=”on|tablet” _builder_version=”4.17.4″ _module_preset=”default” header_font=”|600|on||||||” header_text_align=”center” header_line_height=”1.7em” body_letter_spacing=”1px” custom_margin=”35px|-125px|||false|false” custom_margin_tablet=”35px|50px|||false|false” custom_margin_phone=”10px|50px|||false|false” custom_margin_last_edited=”on|tablet” header_text_shadow_style=”preset3″ global_colors_info=”{}”]<\/p>\n

The power of compounding returns in the absence of significant tax drag can truly play a major role towards lower taxes. Successful investing often places more emphasis on gains than efficiencies. A tax planning approach to investing by incorporating strategies designed to reduce the impact of taxes incrementally over time is the pathway to help you achieve better outcomes.<\/strong><\/p>\n

Our goal is to help you navigate the complex world of tax implications of your investments through asset location and allocation across taxable and non-taxable accounts, and taxable trusts, along with tax-smart withdrawal strategies to align your present actions with future goals for lower taxes.<\/p>\n

We believe that when it comes to investing, it\u2019s not what you make, it\u2019s what you get to keep those counts. Taking a long-term, big-picture view when building wealth allows for a well-planned execution of small implementations that lead to achieving your financial and lifestyle goals.<\/strong><\/em><\/p>\n

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Examining results in after-tax dollars<\/h4>\n

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Taxes On Investments<\/h3>\n

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Think of taxes as an unavoidable investment fee. Tax-managed investing offers performance, focused on lowering taxes for better after-tax results.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”businesstaxes” _builder_version=”4.17.4″ _module_preset=”default” custom_margin=”|auto|-1px|auto||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Features” _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”3px|||||” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.17.4″ _module_preset=”default” width=”100%” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|desktop” max_width=”1300px” max_width_tablet=”1300px” max_width_phone=”1300px” max_width_last_edited=”on|desktop” custom_padding=”||4px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||70px|false|false” custom_padding_tablet=”” custom_padding_phone=”|||30px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_image src=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/05\/financial-planning-for-business.jpg” alt=”business financial planning” title_text=”financial-planning for business” _builder_version=”4.17.4″ _module_preset=”default” height_tablet=”” height_phone=”240px” height_last_edited=”on|phone” custom_margin=”0.2%||-30px|-70px|false|false” custom_margin_tablet=”0%|38px|-38px|-30px|false|false” custom_margin_phone=”|30px|-20px|-3px|false|false” custom_margin_last_edited=”on|tablet” border_width_all=”70px” border_width_top=”0px” border_width_right=”0px” border_color_bottom=”#FFFFFF” border_color_left=”#19924A” border_width_all_tablet=”” border_width_all_phone=”30px” border_width_all_last_edited=”on|phone” box_shadow_style=”preset2″ box_shadow_horizontal=”10px” box_shadow_vertical=”-10px” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” header_4_font=”Oswald|500||on|||||” header_4_text_color=”#19924a” header_4_font_size=”14px” header_4_letter_spacing=”1px” header_4_line_height=”1.3em” custom_margin=”||0px||false|false” custom_margin_tablet=”||0px|40px|false|false” custom_margin_phone=”|5px||20px|false|false” custom_margin_last_edited=”on|tablet” header_4_font_size_tablet=”13px” header_4_font_size_phone=”11px” header_4_font_size_last_edited=”on|tablet” locked=”off” global_colors_info=”{}”]<\/p>\n

Enhancing efficiencies, expenses, profitability, and growth<\/h4>\n

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Financial Planning For Business<\/h3>\n

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With simple shifts in processes already in place, you can achieve higher levels of financial efficiencies, and tax savings, letting you focus on business operations.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||70px|false|false” custom_padding_tablet=”” custom_padding_phone=”|||30px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_blurb title=”Business planning can go far beyond sustaining your business” content_max_width=”595px” _builder_version=”4.18.0″ _module_preset=”default” header_font=”|600|on||||||” header_text_align=”center” header_letter_spacing=”1px” header_line_height=”1.3em” custom_margin=”35px|||-120px|false|false” custom_margin_tablet=”0px|||-120px|false|false” custom_margin_phone=”0px|25px||0px|false|false” custom_margin_last_edited=”on|phone” custom_padding=”||||false|false” header_font_size_tablet=”” header_font_size_phone=”18px” header_font_size_last_edited=”on|phone” header_letter_spacing_tablet=”1px” header_letter_spacing_phone=”0px” header_letter_spacing_last_edited=”on|phone” header_line_height_tablet=”1.3em” header_line_height_phone=”1.7em” header_line_height_last_edited=”on|phone” header_text_shadow_style=”preset3″ global_colors_info=”{}”]<\/p>\n

Business financial planning<\/span><\/i><\/b><\/a> has a great deal to do with a vast number of details that come together to help you make better-informed decisions, taking into account immediate and long-term goals. <\/i><\/b><\/em>Being better prepared, you can react more quickly to the unexpected, assess risk factors, capitalize on opportunities, and lower taxes through a tax planning process.<\/p>\n

Our role is to provide clarity around efficiencies that may be costing you time or money unnecessarily.<\/strong> Apart from sensible cash flow management, budget allocation, and necessary expenses, there are aspects of what may already be in place that can benefit from exploring more closely:<\/p>\n