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kANU Asset Management offers a well-rounded team of experts through our virtual family office, who are able to take a holistic approach to your financial plan and identify tax minimization strategies.

Tax minimization is more than just simply maximizing the amount of money you keep in your pocket at income tax time; it’s a long-term engagement and an important component of the overall financial planning process.

our team looks at the best way to position assets in order to minimize your taxes. We provide advice to you on an ongoing basis. We understand that certain types of investments can reduce your tax bill while growing your wealth, a strategy that can be a valuable win-win for you.

With the expertise of partners in our virtual family office, advisors at kANU will look at different tax minimization strategies that may fit your needs, including:

  • Utilizing “asset location” as well as asset allocation to lower overall taxes paid on investment gains
  • Choosing tax-efficient investments, both in the accumulation stage and as you begin to draw income from your assets
  • Taking advantage of capital losses
  • Structuring your business in the best way
  • Hiring family members (spouse, children, etc.)
  • Estate planning
  • Maximizing charitable giving strategies

The information contained herein is general in nature and based on authorities that are subject to change. kANU Asset Management guarantees neither the accuracy nor completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. kANU Asset Management assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect information contained herein. This publication does not, and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations.