Tax Planning

Taxes can have a big impact on your portfolio. We know it’s not what you earn but what you keep that matters the most. Washington Trust Wealth Management can create a tax-efficient portfolio designed to produce greater after-tax returns.

young couple tax planning Washington Trust’s approach to becoming tax-efficient includes:

Maximizing tax-free and tax-deferred returns
Balancing capital gains and losses
Rebalancing your portfolio to minimize transaction costs
Managing the potential impact of the alternative minimum tax

Case Study

Tech Company’s IPO Crisis

This client needed professional assistance to correct regulatory issues quickly with minimal tax impact

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By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.

Continue >>

Tax Planning

Case Study

Tech Company’s IPO Crisis

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