Tax-Managed Strategies

Tax-Managed Strategies Managing taxes to keep your money working for you

Taxes are often one of the largest expenses faced by high net worth individuals and families. ORBA Wealth Advisors deliver proactive, tax-efficient strategies. Our solutions are designed to help you keep more of your hard-earned money working for you. Our income and transfer tax expertise is part of a holistic, integrated financial planning process that we call full-circle support.

Asset allocation management among taxable and tax-deferred accounts
Withdrawal strategies from taxable and tax-deferred accounts
Tax strategies for concentrated investment holdings
Planning for low and no basis investments
Coordination of capital gain recognition
ROTH IRA conversions
Tax effective gifting strategies
Estate, gift and generation skipping tax planning
Social security optimization
State and local tax planning

Professionals

James V. Petitpren, II
Executive Private Wealth Advisor & Chief Investment Officer

Luke M. Schillo
Director of Planning and Portfolios

Alexandra A. Coquoz
Private Wealth Analyst

Frank L. Washelesky, CPA, JD, CVA, PFS
Chief Compliance Officer

James Pellino, CPA
Chief Operating Officer

View all

Blogs

Asset Management Goals-Based Planning Philanthropy & Gifting Risk Mitigation/ Insurance Tax-Managed Strategies Wealth Transfer Strategies Wealth Management

view all

Newsletters

Wealth Management Group Newsletter – Winter 2023

Wealth Management Group Newsletter – Fall 2022

view all

Firms News

06.08.20

Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.

01.21.19

Alexandra Coquoz Featured in Crain’s People on the Move

01.14.19

Luke Schillo Featured in Crain’s People on the Move