Jason Capps @JasonCappsMS
Financial Advisor at Morgan Stanley For More information visit my website NMLS # 620430 morganstanleyfa.com/thebrombergcap… Austin, Texas Joined January 2013-
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As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strategies to your financial plan. mgstn.ly/3Yasjxg
Are you concerned about having too much of your portfolio in a few stocks or even just one company? Let’s discuss tax-smart ways to diversify your investments. mgstn.ly/3IL07vX
Minimizing the impact of taxes in your portfolio can help you build wealth over time. Let’s discuss what strategies might make sense for you. mgstn.ly/3JIQPkW
Could you be keeping more of what you earn? Let’s discuss strategies to help reduce the impact of taxes on your portfolio all year round, part of Morgan Stanley’s Total Tax 365 approach. mgstn.ly/3Hd8Sgj
Whether you want to donate to charity or invest in a loved-one’s future, consider these tax-smart ways to help make your giving go further. mgstn.ly/3HbJdGD
Our strategists have found that “direct indexing” with systematic, year-round tax-loss harvesting may lead to greater after-tax returns than certain index-tracking funds. Reach out to see if this customizable strategy is right for you. hearsay.social/3BIKjFr
As your children grow into young adults, you can help them learn how to manage their own financial matters. Here’s how to go about it. hearsay.social/3pizFz9
With your Tax Advisor, I can help you review your 1040 to see if you may have opportunities to reduce your tax bill next year. Let’s talk about which tax-smart strategies may work for you. mgstn.ly/3NkQ0xf
Tapping your portfolio may trigger an unwelcome surprise: taxes. A tool from Morgan Stanley helps me find tax-savvy ways for you to draw funds from your accounts. Learn more and let’s talk. hearsay.social/39oBsyt
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan. morganstanley.com/Themes/tax-eff…
You have more control over your taxes than you may realize. Watch to learn more and DM me to take next steps. mgstn.ly/3JXLOT2
Tax-efficient investing techniques may help you lower your tax burden and grow your wealth. Using Morgan Stanley’s Total Tax 365 approach may help you. morganstanley.com/Themes/tax-eff…
Tax Day is April 18. Are you ready? Let’s talk about ways to keep your tax planning on track. morganstanley.com/articles/tax-d…
Could you be keeping more of what you earn? Let’s discuss strategies to help reduce the impact of taxes on your portfolio all year round, part of Morgan Stanley’s new Total Tax 365 approach. morganstanley.com/articles/tax-e…
Is your wealth plan keeping up with your life goals? I can help you create a customized plan for today and tomorrow. Learn more. mgstn.ly/2XC8cyp
Help make your giving go further. Let’s discuss some tax-savvy ways to support the people and causes you care about. morganstanley.com/articles/tax-e…
As we approach the end of the year, consider incorporating tax-efficient strategies into your financial plan today. morganstanley.com/Themes/tax-eff…
Tapping your portfolio may trigger an unwelcome surprise: taxes. A new tool from Morgan Stanley helps me find tax-savvy ways for you to draw funds from your accounts. Let’s talk. morganstanley.com/articles/selli…
Investment planning and tax planning often go hand in hand. Let's discuss how we can work together with your tax advisor to help you put a tax-efficient investment strategy in place. These four questions may help. morganstanley.com/articles/tax-e…
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