Several red canoes with numbered sides are lined up on a lake shore with clear water, pebbles, and reflections of trees. In the background, a forested hillside, mountains, a wooden dock, and a house are visible under a partly cloudy sky.

Tax-Smart Investing

If done properly, investing can greatly benefit your tax plan. Our team is up to date with the latest strategies to help you and your CPA get the advantages of tax-smart investing.

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The Freedom to Dream

The Legacy comprehensive and methodical approach to investing gives you the peace of mind that you’re doing everything you can to lower your taxes. Legacy has the insight and ability to let you keep more of what you have built.

Information about opportunity funds, explaining their tax incentives and deferral benefits until 2027, over a background of stylized mountain and compass graphics.

Cover page of a report titled 'Energy Investing' with a navy blue background, a white compass at the top right, and line art illustration of mountains and terrain.

A blue poster with white text explaining real estate investing, featuring a topographic map design and a compass rose.