Planning around taxes is paramount. We use prior years as a guide to design a forward-thinking tax-efficient strategy and use this to optimize your portfolio as well as year-to-year tax minimization techniques. Taxes impact everything: from retirement plans, to gifting and estate planning, to equity and deferred compensation. Together with your CPA, we generate and vet ideas that balance immediate and long-term benefits for you and your family.
Explore the latest insights and observations from the Verum team and other industry experts.
Efficient Portfolios: Customization to Suit Your Needs
Discover how personalized, efficient portfolios help align your investments with your goals, risk tolerance, and life…
Verum Partners Featured in Charlotte Business Journal Lists
We're excited to announce that Verum Partners has been named to Charlotte Business Journal's list of Charlotte's…
Family Finances: Tips for Talking About Your Estate with Family
Verum Partners always encourages being proactive about financial planning and your estate - including talking to…