Our investment team works directly with our in-house CPA to maximize the tax-efficiency of each portfolio. With over 30 years experience working in public accounting, our CPA specializes in individual and trust taxation and estate planning.
With permission, Mraz and Associates will work directly with our clients’ accountants to gain a better understanding of their overall tax situation. This allows us to take advantage of benefits such as tax-loss harvesting, which helps offset taxes on capital gains for our clients.
Investment income, such as dividends or short-term capital gains, is much less tax-efficient than capital appreciation. The most tax-efficient investments are typically non-dividend paying common stocks, especially when held over the long-term. This aligns closely with Mraz and Associates investment philosophy, making our portfolios naturally tax-efficient—which is intended to translate into higher overall returns for our clients.
With permission, Mraz and Associates will work directly with our clients’ accountants to gain a better understanding of their overall tax situation. This allows us to take advantage of benefits such as tax-loss harvesting, which helps offset taxes on capital gains for our clients.
Investment income, such as dividends or short-term capital gains, is much less tax-efficient than capital appreciation. The most tax-efficient investments are typically non-dividend paying common stocks, especially when held over the long-term. This aligns closely with Mraz and Associates investment philosophy, making our portfolios naturally tax-efficient—which is intended to translate into higher overall returns for our clients.