Tax Strategies for CPAs and Estate Attorneys through Active Portfolio Management
At Beese Fulmer Private Wealth Management, actively managing portfolios of stocks and bonds isn’t just about generating returns—it's about delivering tax-efficient results. Many investors are familiar with overall performance, but few realize the importance of how returns are earned. Tax drag, the gradual erosion of returns due to taxes, can be a silent thief of wealth. With a consistent tax-aware strategy, we help our clients keep more of what they earn.