Strategies to Save Big on Taxes: A Year-Round Approach

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Join Alex Wolfe, Head of Financial Planning at Base Wealth Management, in our latest video as he shares crucial insights into year-round tax strategies that can save you money and prevent those last-minute tax day surprises. From Roth conversions to capital gains, Alex walks you through practical techniques to optimize your tax situation.

Discover the benefits of tax loss harvesting and learn how to offset gains by selling assets in a net loss. Plus, find out why it’s essential to consider your investment strategies and retirement contributions early in the year.

Don’t wait until April; take control of your financial future and maximize your wealth. Watch now for expert advice and ensure your money works for you in the best possible way. Don’t forget to like, share, and subscribe for more valuable tips and insights!

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Dan DiLascia

Sean Koscho

Kyle
Howell

Josh
Pisa

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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