Last minute planning may not be the best solution to managing your annual tax bill as investors risk paying much of their portfolio gains to the IRS.
Houston, TX – As we wind down the year, individuals who are just now looking at their tax strategy may have already lost significant opportunities to avoid hefty tax bills. Kanaly Trust suggests that tax planning is a year-round commitment and reminds us that it is not too early to think about planning for 2014 and even beyond.
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About Kanaly Trust, LTA
Kanaly Trust is a comprehensive wealth management firm managing and advising over $2 billion of assets. Based in Houston, the firm was founded in 1975 by Deane Kanaly. Since its founding, Kanaly has been committed to serving clients as their trusted advisor providing a full array of investment, financial & estate planning, and trustee services. For more information, visit www.kanaly.com.