Axos Advisor Services

Selling appreciated assets to pay taxes can trigger more gains. An Axos securities-backed line of credit (SBLOC) may provide liquidity so clients can pay taxes and keep long-term assets invested. Schedule a call with us today to find out if an Axos Securities-Backed Line of Credit (SBLOC) can enhance your tax planning conversations. https://lnkd.in/dRmDsQfa

Selling appreciated assets to pay taxes can trigger more gains. An Axos securities-backed line of credit (SBLOC) may provide liquidity so clients can pay taxes and keep long-term assets invested. Schedule a call with us today to find out if an Axos Securities-Backed Line of Credit (SBLOC) can enhance your tax planning conversations. https://lnkd.in/dRmDsQfa

Selling appreciated assets to pay taxes can trigger more gains. An Axos securities-backed line of credit (SBLOC) may provide liquidity so clients can pay taxes and keep long-term assets invested. Schedule a call with us today to find out if an Axos Securities-Backed Line of Credit (SBLOC) can enhance your tax planning conversations. https://lnkd.in/dRmDsQfa

When clients need liquidity to meet tax obligations, selling appreciated assets can trigger more capital gains—solving one problem by creating another. An Axos Securities-Backed Line of Credit (SBLOC) can provide the liquidity to cover tax obligations, allowing your clients to pay what they owe while keeping their long-term assets fully invested. It’s the strategic way to avoid unnecessary taxable events and keep financial plans on track. The tax season clock is ticking. Schedule a call with us today to find out if an SBLOC can enhance your tax planning conversations: https://lnkd.in/dRmDsQfa

The most meaningful gifts aren’t always wrapped—they’re the ones that last. Donor-Advised Funds (DAFs) offer your clients a powerful way to give with purpose, create a lasting legacy, and involve future generations in values-based planning. With the December 31 deadline approaching, now is the time to help clients make strategic contributions that may qualify for a 2025 tax deduction. DAFs can help you: • Facilitate deeper conversations around legacy and impact • Grow your AUM while supporting your clients’ charitable goals • Optimize year-end planning with tax-smart strategies • Engage families in multi-generational giving With streamlined onboarding and advisor-first support, DAFs are a simple, repeatable way to elevate your practice and empower your clients to give meaningfully. Explore how to make legacy part of the plan. Contact us today to get started! https://lnkd.in/geRcTV-J

When "custody" starts to include direct-to-consumer wealth offerings, the math on that relationship changes fast. Know the five red flags to watch for this year, so you can protect your clients before your custodian becomes your competitor.