Market volatility can provide plenty of opportunities for portfolio rebalancing, as well as several tax planning strategies which can provide additional long-term benefit. We will go through a list of proactive tax strategies that we believe are worth exploring to take advantage of the current market environment.

• Investment Tax Overview
• Tax loss harvesting
• Reduce concentrated stock positions
• Roth IRA conversion
• 529 super funding
• Life insurance over funding
• Gifting