FAC Models Offer Unique Tax Management

FAC’s ability to take clients directly to their own individual securities within our professionally managed models makes it possible for FAC management to implement unique tax-saving strategies on non-qualified, or taxable, accounts. 

Because the securities within our Models are held and managed directly, independent of a fund (ETF, Mutual Fund), FAC management has the unique ability to sell losses* within respective Models to offset possible realized gains — without having to sell the entire Model. Can your ETF do this?

This unique tax management ability supports our mission to provide our advisors and their clients tax efficiencies and results beyond the typical fund or index holding. 

We invite all advisors and clients to contact an FAC representative today to learn more about this and our other innovative, direct and transparent services.


*This unique and valuable direct holdings feature not only minimizes taxable gains but also may generate extra taxable losses, which investors could use to offset gains in other assets, as well as up to $3000 of ordinary income each year. Losses above that amount can be carried forward indefinitely for use in future years. In order to avoid "wash sales," the stocks sold will be held outside of reinvestment for 30 days.
There is no guarantee that this tax management feature will provide after-tax returns greater than those which would be earned if intentional tax management were not applied. FAC is not providing tax advice through these methodologies. Please consult with your tax advisor regarding how FAC’s Tax Managed Models might affect your personal situation.

 

First Advisors Capital, Inc. (FAC) is an Investment Adviser Registered with the State of Alabama.

4956 Valleydale Road Suite 203 / Birmingham, AL 35242 / 205-991-8484

www.MyFAC.com Support@MyFAC.com

First Advisors Capital, Inc. (FAC) is an Investment Adviser Registered with the State of Alabama.

4956 Valleydale Road Suite 203 / Birmingham, AL 35242 / 205-991-8484

www.MyFAC.com Support@MyFAC.com

The information contained herein has been obtained from sources believed reliable solely for informational purposes but, is not necessarily complete and cannot be guaranteed.  This communication may contain inaccuracies or typographical errors. First Advisors Capital, Inc.(FAC) does not render legal, accounting, or tax advice.  Where performance data is shown, past performance is not an indicator of future results. This communication may contain non-public, proprietary, confidential or legally privileged information. Please contact FAC to obtain the additional disclosures necessary to make an informed decision including but not limited to FAC's: Adv. 2a, 2b, FAC Client Investment Agreements, Fee Schedules, Fact Sheets, and other important disclosures and disclaimers, before you invest.