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Tax Management

At TSS Wealth Management, our partnership with Tyler, Simms and St. Sauveur allow us to provide effective, proactive tax management services and recommendations that allow you to take advantage of tax deferred or tax-efficient investments.  In our role we monitor your tax developments continually and know when to contact the CPA to discuss appropriate actions.  We are uniquely positioned to help you take every advantage the law allows for minimizing the taxes you owe.  Our tax management includes:

  • Tax Optimized Investing 
  • Tax Loss Harvesting
  • Capital Gains Analysis
  • Charitable Planning
  • Trust Services
  • Estate Tax Planning

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