Tax optimization

The integration of tax aspects in the investment strategy provides additional sources of income and guidance of the client through the complexities of tax and legal aspects.
Our strategies are in line with the rules of the IRS (Internal Revenue Service, US Tax authority) and are designed under this aspect.

Lugano Financial Advisors is also able to provide a clear reporting system perfectly aligned with the American reporting guidelines and standards (Form 1099).

Thanks to our network of experts, upon request we can also take care of filling in tax declarations for the customer.