Capita will work with their CPA on year end tax projections. With guidance from their CPA, we will look for opportunities of strategic charitable donations by donating appreciated assets in kind and opportunities for tax loss harvesting inside of their brokerage account.
Capita will work with the attorney to ensure all assets are titled correctly and in the proper LLC, partnership, or trust.
Capita will build outside assets beyond the business in brokerage accounts, private equity, and real estate to help with diversification.
Capita will help Mark & Rachel build a donor advised fund to reduce capital gains and help enhance philanthropic efforts.
Capita will build tax strategies during the sale of their business. This will help to ensure that they save on future estate and capital gain taxes.
Rather than owning mutual funds, Capita will buy individual securities inside of their brokerage accounts by using professional money manager direct investment models. Capita will look for opportunities to do tax loss harvesting and donations in kind.