News & Insights

Stay up to date with the latest investment guidance, planning advice, news and inspiration from our team.

Proactive Estate and Income Tax Planning Ideas


By Fairport Wealth


For your Consideration: Proactive Estate and Income Tax Planning Ideas


Our advisors carefully follow and plan around taxes, both income and estate — not only as currently constructed, but also keeping an eye out for future or pending tax laws and their impact on your specific tax situation, as well as the impact they may have on your investments.

Join Advisor Tom Seifert, CPA/PFS, as he discusses several key tax planning strategies that may benefit you and your family. It’s important to remember that these strategies are not a “one-size fits all” solution, and your individual situation will dictate the relevance and suitability of each strategy.

If you have any questions or would like to discuss any of the strategies Tom mentioned in further detail, please reach out to your Fairport or Luma Wealth team and we will be happy to assist.


Fairport Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Fairport Wealth and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Fairport Wealth and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Fairport Wealth and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Fairport Wealth and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.