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      GUIDELINES TO FINANCIAL FREEDOM

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    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
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    • Virginia
    • Washington State
  • About
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Here are my year-end tax planning tips

ramtin2024-12-18T22:32:14+00:00

If you haven't already, now is the time to talk to your Tax Pro about whether it makes sense to take Bonus Depreciation or Section 179 deductions before the end of the year.

December 18, 2024Blogs, Tax Planning
Read more +
Charitable Giving: What Is It and How to Use It in Your Tax Planning​

Charitable Giving: What Is It and How to Use It in Your Tax Planning

AFO2023-12-16T08:58:12+00:00

Charitable donations are a common part of life for most Americans, especially those with higher incomes who are able to contribute more to charity. Giving to charity enriches the lives of those in need in the community while helping fund special causes that matter. Charity also provides plenty of tax...

December 14, 2023Tax Planning
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Tax Loss Harvesting: What Is It & How to Use It to Reduce You Tax Bill

Tax Loss Harvesting: What Is It & How to Use It to Reduce You Tax Bill

AFO2023-12-14T09:41:09+00:00

Tax-loss harvesting is the act of selling securities at a loss to gain back and offset any capital gains tax owed from selling more profitable assets. This is a great strategy commonly used to help limit short-term capital gains, as this type of gain is commonly taxed at a higher...

December 14, 2023Family Office, Financial Advisors, Tax Planning
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Key Benefits of Year-End Tax Loss Harvesting

AFO2023-11-29T12:21:46+00:00

In a perfect world, investors would only see gains when checking their accounts. But in the real world, the stock market can be volatile and doesn’t always trade on a straight upward trajectory. No one wants their investments to decline, but when the market does trade lower, it's possible to...

November 29, 2023Blogs, Family Office, Financial Advisors, Tax Planning
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How Tax Credits Can Play a Big Role for Small Businesses

How Tax Credits Can Play a Big Role for Small Businesses

AFO2023-10-30T17:50:05+00:00

How Tax Credits Can Play a Big Role for Small Businesses b4b-tax-incentives-2023 Download

October 30, 2023Financial Advisors, Investment, Tax Planning
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All You Need To Know About Types of Taxes and How They Work​

All You Need To Know About Types of Taxes and How They Work

AFO2022-11-15T07:49:24+00:00

All You Need To Know About Types of Taxes and How They Work Taxes are mandatory contributions individuals are required to pay to a regional, state, or national governing authority. These taxes are used to finance government programs, buildings, and services. Taxation is an essential part of a country’s economy and...

November 6, 2022Tax Planning
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Different Types and Classes of Taxation

AFO2022-11-06T11:26:58+00:00

All You Need to Know About Different Types and Classes of Taxation Taxation is an essential part of a country’s economy and is the driving force behind the economic decisions of nearly all nations in the world. Particularly in the United States, taxation is a very crucial element that keeps many...

October 9, 2022Tax Planning
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Tax Planning Strategies For High Net Worth Individuals

AFO2022-09-03T10:01:13+00:00

Invest in Companies that Pay Qualified Dividends  Most high income earners know that taxes on capital gains are lower than standard income taxes. For this reason, affluent individuals tend to invest, as that income won’t be subject to as much taxation. Depending on where you invest and with the right tax...

February 16, 2022Tax Planning
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Tax Planning And Tax Strategy Concepts

AFO2022-07-25T10:30:53+00:00

TAX PLANNING AND TAX STRATEGY CONCEPTS Taxes are the way through which we contribute to public expenditures for the development of the nation and even though it may not exactly be an easy process to undertake, it must nevertheless be done. To this effect, planning your tax strategy is of utmost...

July 15, 2021Tax Planning
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Discover the Secrets of Financial Freedom​

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  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
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Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


AFO Form ADV
(Part 2A & Part 2B)

AFO – ADV Part 3
Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427

Services

  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning

Calculators

  • Traditional IRA Calculator
  • Roth IRA Calculator

Links

  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Please note that you are exiting Arrowroot Family Office's website and entering one of a separate company. Arrowroot Family Office does not recommend or confirm any information on this site. Please read all disclosures on Arrowroot Family Office's website and that of the company's page you are about to enter. Continue Cancel