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Tax-aware planning and structuring

Taxes play a meaningful role in the lives of nearly everyone, and when it comes to understanding them in the context of a sound financial plan, the right guidance can make a world of difference. We have a team dedicated to ensuring you know your options for structures, solutions and strategies that can help you more efficiently achieve your goals. How you invest, borrow and give all have meaningful implications, and we can help you identify the structures that best suit your needs.

Let’s start with tax-efficient investing. How can we help you structure your investments more strategically? Once we understand your situation, we can tailor innovative approaches that can help you reach your goals and preserve more wealth along the way. We’re here to help you understand your options and to identify new ones.

We’re also finding creative ways to combine tax-efficient investing with trust planning and other strategies. For business owners and executives, we’re able to work between personal and corporate tax planning to help you reach better outcomes.

In all cases, we’re ready to help you structure your wealth intelligently.

Tax-aware borrowing

Creative borrowing strategies also can help you reach better outcomes. Does it make sense for you to explore rules around deductions for mortgage or investment loan interest? In some cases, these rules may help you achieve your goals faster with the help of strategic borrowing.

Giving more strategically 

We can help you understand how you might use vehicles such as donor-advised funds or foundations to have more flexibility and maximize the value of some donations.

Our team is continuously monitoring the tax environment, which in recent years has changed drastically. And we update you swiftly with client notes, articles and events to ensure you are prepared with a suitable planning approach. 

We can help you be aware of the tax implications of your holdings and decisions about money, and how to most efficiently transfer wealth. We’ll think through some options to help you sleep better at night.

  • Tax-aware planning and structuring

    Understanding how taxes might affect your financial plan can be a daunting task, but knowing your options is imperative. The right guidance can make a world of difference. How you invest, borrow and give all have meaningful implications, and we can help you identify the structures that best suit your needs.

  • Optimizing your estate plan

    When we help you review your estate plan, we do more than just check the boxes. We help you address the important, big-picture questions to empower you to create and implement better estate planning.

  • Cross-border wealth advisory

    Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.

Contact us to discuss how we can help you experience the full possibility of your wealth.

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Important Information

JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.

This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. Please read all Important Information.

General Risks & Considerations

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

Non-Reliance

Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/ reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.

Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.

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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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