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Taxation

Tax Planning

Tax Liability

The amount of federal tax that you pay can vary tremendously depending on how your investments are structured, where your money is held, and the timing of certain investment decisions.
We can work within your overall financial plan and with your tax professional to help you understand the effect of your financial choices on your tax bill. In some situations, we may be able to help you with strategies to help reduce your tax liability.

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Investment Tax Planning

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved. Life event planning focuses on the impact of significant events on your life and the stages of your overall investment plan.
A major goal of tax planning is minimizing federal income tax liability. This can be achieved by:

  • Reduce income through deferral
  • Review of cost basis
  • Gifting strategies
  • Tax loss harvesting
  • Deduction planning
  • Review of realized gains
  • Potential Roth conversion
  • Estate planning
  • Year-end strategies
  • Carry-forward losses
  • Tax withholding
  • Inheritance strategies

Holistaplan

Our firm offers annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you. Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in the future – to keep your lifetime tax liability as low as possible.

Changes & Transitions

Life Event Planning

As your life changes, your taxes change. Our financial advisors can help you understand how upcoming life events will change your taxes. We work with your tax professional to create a clear tax plan with your best interests in mind.

Marriage & Divorce

Marriage and divorce can change your taxes significantly, in addition to changing your finances in many other ways.

Retirement

As you prepare to retire, you need to prepare to change the way you do your taxes. Retirement often has unexpected consequences for taxation, but we can help you prepare for the transition.

Children

Having children, adopting children, and sending children off to school can all have a dramatic impact on your finances and your tax liability.

Comprehensive Planning For Your Wealth Management

Services

We help you understand the financial challenges and decisions you face, evaluate your options, and implement sound solutions across all stages of life—whether you’re just starting your financial journey, or you are living in retirement.

Saving & Asset Accumulation

We work hard to help you grow your assets and investments.
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Risk Management

Risk management is intended to help you minimize or mitigate potential losses.
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Taxation

Tax planning helps you consider the tax liabilities and implications of financial choices.
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Business Planning

We can help you plan for the future of your business to protect and preserve its value.
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Retirement Planning

Retirement planning involves building toward your desired retirement lifestyle.
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Estate Planning

Estate Planning helps you plan for your heirs and property during your life and at the end of it.
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Investment Management

Prudent investment planning helps you grow and accumulate wealth for your future.

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Contact Us Today

We’d be happy to set up a free consultation with one of our trusted advisors to discuss your financial future.

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