Tax Efficiency

Tax-Smart Investment Services

Your Expert Guide for Tax Planning

As your wealth grows, so do your tax obligations. Sunpointe serves as your expert guide to advantageous tax planning that’s fully integrated with your individualized financial roadmap.

This may include things like recommending tax-efficient investments and using tax-advantaged accounts.

Our goal is to keep your overall investment plans and goals moving forward while keeping tax bills to a minimum along the way.

We take a year-round approach to tax planning

  • Monitoring for RMD compliance
  • Tracking gains and losses for the year-to-date
  • Tracking tax-loss carryforwards
  • Harvesting tax losses during market drops
  • Collecting K-1’s for your tax return compliance

We also act quickly to mitigate any tax code changes that could affect the progress of your financial plans. We also pay attention to opportunities that are unique to your personal or business situation. This diligence means more money saved with fewer tax penalties. All this adds up to more money in your pocket towards your financial goals.

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Other Financial Services

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Investment Management

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Risk Management

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Financial Planning

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Who We Serve

Our clients are individuals, families and charitable organizations who are looking for professional guidance in growing, protecting and managing their wealth.

Family Offices

Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.

Individuals

We will help you better understand the leverage you have with your wealth and assets and how to effectively capitalize, preserve, and sustain your success.

Business Owners

Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management.

Published Works

Over the past twenty years, Michael has written five books on behavioral finance and emotional investing to help clients make better investment decisions and reach their goals. His latest work below on the left is designed to help individuals recognize and better manage their behavioral investing biases in any stage of life or market environment.

Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon