Minimize Taxes, Maximize Wealth
Taxes can be one of the biggest drags on wealth creation - especially if you have high income, concentrated stock, or a liquidity event. Our advanced strategies are designed to mitigate the effect of taxes on your wealth and diversify your equity holdings.
Concentrated stock positions, high income, and liquidity events can create significant tax challenges. Our advanced strategies are designed to help you tax-efficiently transition concentrated stock positions, offset ordinary income and capital gains, and recharge tax-loss harvesting.
What Makes Us Different
âś“ For Entrepreneurs, By Entrepreneurs - As entrepreneurs ourselves, we understand complex taxes, liquidity events, and concentrated stock risk.
✓ Customizable Architecture - We don’t believe in cookie cutter strategies. Tailor your existing portfolio's leverage and benchmark options to fit your unique financial picture.
✓ Proactive Planning - Minimize future tax drag by optimizing your wealth ahead of liquidity events, whether it’s an IPO, sale, or secondary sale.
âś“ All-Weather Performance - Create consistent tax benefits regardless of market ups and downs
1.
Keep More of What You Earn
High earners face limited options for reducing taxable income.
Our institutional-level tax mitigation strategies can generate ordinary losses to offset various types of income, including W2, pass-through, business, and interest income.
2.
Diversify Without the Big Tax Bill
If you’ve built wealth from one or a few stocks, you’re at risk. A market downturn could lead to outsized losses while selling shares could trigger a big tax bill.
Preserve wealth while reducing risk by selling out of concentrated stock positions and rebalancing into diversified equities in a tax-efficient manner.
3.
Create Consistent Tax Savings
Traditional long-only approaches may run out of benefits after a few years.
Long-short tax-loss harvesting can increase the magnitude of tax benefits, provide consistent tax benefits across market environments, and mitigate portfolio risk for concentrated positions.
4.
Keep Real Estate Wealth Working
Move from direct ownership of investment and commercial properties to diversified, professionally managed portfolios - while deferring capital gains taxes.
We structure transitions that maintain tax efficiency, increase diversification, unlock estate planning benefits, and create passive income opportunities.
Speak with an advisor.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. This material and the strategy described herein are intended for U.S. taxable investors. Any reduction in taxes depends on an investor’s specific tax situation. Tax savings do not include the effect of fees or expenses, including any management fees or margin interest expenses. Past performance is no guarantee of future results. There can be no guarantee that Certuity or any of its investment partners will be able to produce these, or any, results in the future, including within any hypothetical timelines referred to herein.