Tax Aware Strategies

In 2012 the U.S. tax code was 73,608 pages in length. The enormity and complexity may seem insurmountable, but the key to success is to plan ahead and think about the impact before making any investment decisions. At Lexington Avenue Capital Management, we believe that tax aware strategies are not only an end of the year or April 15th event, but need to be part of an on-going, proactive approach to maximizing your wealth. By understanding and utilizing tax aware strategies we are able to help our clients keep more of their investment returns. These strategies are always on our mind when we do any transactions on behalf of our clients.