Tax Planning

  • Tax Sensitive Investing
  • Review of Cost Basis
  • Review Realized Gains
  • Carry Forward Losses
  • Tax Loss Harvesting
  • Deductions and Credits
  • Potential Roth Conversions Analysis
  • Tax Return Review
  • Charitable Taxable Giving

Widmann Financial Services does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Reviewing charts during a meeting