Tax Planning

Strategic and ongoing tax planning is an integral part of our investment management process. We view tax planning as a proactive year-round concern. We incorporate strategic tax-loss harvesting, as well as advise on timing and amounts of contributions and deductions to optimize tax outcomes.

We do not offer tax preparation services, but we work closely with tax professionals who prepare our clients’ returns. Lyell utilizes the same robust software utilized by top CPAs, and we can assess our clients’ tax situation from a multiyear perspective.

We strive to stay up to date on the ever-growing complexity of our tax system, so we can communicate changes to our clients and help incorporate them into our planning.