STRATA

WEALTH
TAX PLANNING
PERFORMANCE TASK 5
 2
BASIC STRATEGIES
YOU MANAGE YOUR OWN
INVESTMENT
individual investors should
check their Strategies with
unbiased third parties. You
may be overlooking
opportunities in your
portfolio.
YOU WANT TO BUILD
WEALTH
If you're still decades
from retiy,good
decisions today can add
thousands to your
retirement accounts.
 5
D'S
 DEDUCTING
Identify eligible investment-related deductions,
such as expenses related to investment research,
professional advisory fees, or interest on loans
used for investment purposes. Ensure compliance
with tax regulations while maximizing deductible
expenses to minimize taxable income.
 DEFFERING
Explore tax-deferred investment options like
retirement accounts. Contributions to IRAs or
401(k)s can defer taxes on investment gains
until withdrawal, allowing potential growth
without immediate tax implications.
 DIVIDING
Consider distributing investments strategically
among taxable and tax-advantaged accounts.
Balancing holdings between accounts can
optimize tax efficiency, minimizing the impact
of taxes on overall investment returns.
 DISGUISING
Utilize tax-efficient investment strategies, such
as tax-loss harvesting. Offset capital gains
with capital losses to reduce taxable income,
effectively disguising losses against gains for a
more tax-advantageous position.
 DODGING
Understand legal ways to minimize taxes,
avoiding unnecessary tax liabilities. Stay
informed about tax laws and leverage available
strategies to navigate investments with a
focus on minimizing overall tax obligation.
"In the realm of finance, effective
wealth tax planning is the shield
that guards against unnecessary
erosion of affluence." -Unknown
 GROUP 1
Abaring, Angelo
Barros, Jelyn
Quiatchon, Sai
Sierras, Althea
Suarnaba, Anjielyn
Togores, Lesly
THANK YOU
GROUP 1 - BSMA 3A