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 avoid capital gains and achieve philanthropic goals.
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 money manager models. This will allow for greater overall tax efficiency and the use of cheaper direct investment models.