Taxes

• Tax Planning
  Tax Planning: This could be as simple as tax-loss harvesting, but also would mean coordinating with a CPA or an Enrolled Agent to decide how to distribute assets among different accounts that have different tax consequences, and what tax year in which that occurs. One tax year may have a lower tax rate for the investor than another.
• Charitable Giving
  People who might find themselves with the fortune of a complex financial situation and need guidance on tax-efficient strategies, concentrated stock management, portfolio diversification needs, charitable giving, or just peace of mind.
• Estate Taxes
• Avoiding Probate
  By avoiding probate, she saved a significant amount of money and was also able to keep the estate settlement confidential
• Tax Services
  As the lead advisor, BakerAvenue collaborated with a divorce attorney and a CPA to help create a financial and tax management plan during her divorce process.
• Roth IRA
• Real Estate Taxes
• Tax Deductions
  Understand the benefits of a Charitable Remainder Trust (CRT) solution to defer taxes on stock diversification strategy. Benefits include: upfront tax deductions on the charitable donation component providing a platform to favor charitable causes and significantly deferring capital gains taxes.
• Income Tax
• Capital Gains Taxes
  Use lifetime gifting strategies that use today’s historically high Unified Estate and Gift Tax Exemption amount ($11.70 million/per person) to avoid Gift Tax and Estate Tax, and integrate income and capital gains tax planning into your overall estate plan.

Investment

• Investment Management
  As a certified B Corporation member, BakerAvenue also guides foundations and endowments to solutions for long-term value creation through active portfolio management, in-depth investment, and grant research.
• Mutual Funds
  There are different costs associated with different types of securities and investors may be responsible for paying fees separate and distinct from those paid to Baker Avenue Asset Management, LP to invest in such securities. Importantly, the fees specific to what Baker Avenue Asset Management, LP charges do not include certain fees and charges imposed by third parties such as custodial fees, mutual fund fees and expenses, and additional fees charged by wrap sponsors. Baker Avenue Asset Management, LP’s clients’ assets can also be subject to asset-based transaction fees, brokerage fees and commissions, retirement plan administration fees (if applicable), deferred sales charges on mutual funds, 12b-1 fees, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on custodial accounts and securities transactions. For mutual fund and exchange traded fund (“ETFs”) investments, investors are charged internal management fees, distribution fees and other expenses, which are described in each fund’s prospectus. All custodial fees and any other charges, fees and commissions incurred in connection with transactions for a Baker Avenue Asset Management, LP client’s account are generally paid out of the assets in their managed account and are in addition to the investment management fees charged by Baker Avenue Asset Management, LP. Notably, neither Baker Avenue Asset Management, LP nor any of its employees receive any portion of the third-party fees. Investors should consider all fees that may be charged to their account and also understand that lower fees for comparable services may be available from other investment advisory firms.
• Bonds
• Wealth Management
  With tremendous gratitude and honor, BakerAvenue Wealth Management is proud to be recognized by leading companies and organizations for our commitment to excellence and sustainability.

Accounting

• Accounting Services
• Cash Flow Analysis

Planning

• Financial Planning
  Ultra-affluent individuals and families often have more complex situations and require services beyond the expected. For these clients, we offer customized analysis and guidance for complex financial-planning needs and family succession, including Family Governance, Trust & Estate Planning, Financial & Tax Planning, Investment Management, and Art Investments.
• Retirement Planning
  Retirement planning starts with talking about your timeframe and spending needs. Guidance for funding your future includes assessing the best balance of investments and tax-advantaged retirement accounts to help grow your wealth. Plus we look at other tools to safeguard your savings, such as living trusts, life insurance, and long-term care insurance.
• Long Term Care
  We’ll look at your current situation and assess your risk exposure and asset protection needs. We’ll evaluate your insurance policies and discuss options, including Life, Disability, Long-Term Care, Property & Casualty, Auto, Umbrella, etc. We can recommend implementation plans and tap into a range of insurance professionals.
• Asset Management
  Baker Avenue Asset Management, LP is an SEC registered investment adviser headquartered in San Francisco with offices located in Dallas and New York; however, such registration does not imply any level of skill or training and no inference of such skill or training should be made. Baker Avenue Asset Management, LP may only transact business in those states in which it is notice-filed, or qualifies for an exemption or exclusion from registration requirements. A copy of Baker Avenue Asset Management, LP’s current written disclosure statement discussing its business operations, services, and fees is available upon written request or may be obtained at https://adviserinfo.sec.gov/.
• Living Trusts
  Our advisors will work with you to create a trust & estate plan that includes succession planning and asset protection. We’ll discuss power of attorney, living trusts, wills, guardianship, and probate (what probate is, and how and why you may want to avoid it). We’ll develop a tax-efficient succession plan for your children and grandchildren that incorporates your values and legacy wishes. In addition, we will evaluate trusts to make sure your assets are protected. If you already have an estate plan, we’ll review it and offer guidance for any adjustments to align it with your priorities.
• Charitable Remainder Trusts
  Aligned with Michael’s values and legacy vision to develop a Charitable Remainder Trust (CRT) and a Donor Advised Fund (DAF)
• Gifting Strategies
• College Funding
• Asset Protection