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