At Ludlow & Harrison, we believe successful investing isn’t just about picking winners—it’s about keeping more of what you earn. Our Investment Tax Planning strategies help you grow your portfolio while minimizing the taxes that can quietly erode your returns.
Whether you’re a hands-on investor, business owner, or managing a trust, we make sure your investments are aligned with your financial and tax goals.
Increase your after-tax returns year over year
Reduce capital gains taxes with strategic timing
Protect passive income from being overtaxed
Enhance your long-term investment growth
Make confident decisions backed by tax clarity
Tax-loss harvesting means selling underperforming investments to offset capital gains. We time this strategy carefully to reduce your overall tax bill without compromising your portfolio.
Yes. Most advisors focus on returns, not tax impact. We work alongside your advisor to ensure your investment decisions are tax-efficient and legally optimized.
Absolutely. We help real estate investors structure their holdings for tax benefits, use tools like 1031 exchanges, and plan around depreciation, passive losses, and capital gains.
Not at all. Even modest portfolios can benefit from tax planning. The earlier and smarter you start, the more you save.
