Shoreline Wealth and Investment Mangement  


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Personal Taxes


Personal Taxes, unlike business taxes, refer to the preparation of tax returns for a variety of income, capital gains, gifting, distribution and estate issues that are filed by an individual.

Shoreline’s personal tax planning is directed toward helping our individual clients arrange their affairs in a way that will minimize their own income tax burdens and the transfer tax (the estate, gift and generation-skipping transfer tax) burdens on their families.

Income Taxes
Our advisors have considerable experience in utilizing the methods that are available for deferring and reducing federal and state income taxes and in the development of tax-efficient structures for particular investments. These include various deferred compensation arrangements, the utilization of foreign and out-of-state trusts, the use of derivatives and other cutting-edge investment strategies and the use of tax-advantaged charitable giving techniques.

Transfer Taxes
The three federal transfer taxes — the estate or death tax, the gift tax and the generation- skipping transfer tax — are now imposed at a maximum rate of 45%. The substantial size of these taxes motivates many of our individual clients to take steps during their lifetimes to reduce the impact of these taxes on their families.

Reducing these taxes generally involves structuring and implementing one or more of a variety of lifetime transfers. These transfers range from the simple use of the annual gift tax exclusion to more complicated transfers involving the creation of family trusts and the fractionalization of investment and business assets.
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Shoreline's Competitive Edge
Whatever your tax planning need, Shoreline Wealth and Investment Management can assist you in obtaining the best in tax advice.

For more information:
If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.

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Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.

The information contained in this web site is neither an offer nor solicitation of any security or service.

 

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  Shoreline Wealth and Investment Management Phone: 800.329.4820 - Fax: 805.456.3806 - E-Mail: cbloom@cfiemail.com