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
 

 

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning and asset management services offered through Widmann Financial Services, Inc. are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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