Specialized Services

Overview Private Wealth Asset Management Trust Asset Management Corporate Cash Management Tax Efficient Strategies Low-Basis Stock Diversification Hospital Asset Management Endowment Asset Management

Tax Efficient Strategies

The educational, tax, and legal backgrounds of the Willis Investment Counsel principals enables the firm to better understand the tax implications of portfolio management, and to therefore structure and manage client portfolios in a tax-efficient and tax-effective manner. Apart from income tax issues, WIC is deeply involved with our clients' estate and trust planning.

A significant part of our portfolio management responsibilities includes ongoing analysis of the efficacy of tax-free bonds (including Alternative Minimum Tax issues), together with capital gains tax management through the harvesting of unrealized losses in offsetting realized capital gains.

Willis Investment Counsel

710 Green Street
Gainesville, GA 30501

Phone: 770.718.0706
Fax: 770.718.0805
www.wicinvest.com
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