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Tax Planning

Don't Miss the Power of Proper Tax Planning

Don't Miss the Power of Proper Tax Planning


I offer annual tax planning as part of my comprehensive financial planning service. While often overlooked, robust tax planning can be one of the most valuable pieces of a complete financial plan, and I am excited to offer it to you. 

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What is Tax Planning?

What is Tax Planning?

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. This is different than tax preparation (usually done by your CPA or an online service like TurboTax), which is focused on keeping you compliant with what the government thinks you owe each year. 

Why is it important?

Why is it important?

Taxes touch every part of your financial life. Your tax return is a financial fingerprint: it's completely unique to you, complete with valuable clues and information, all of which is buried in dozens of pages and hundreds of numbers. Understanding your return equips us to have more valuable and actionable conversations with you. Additionally, we can demystify the world of income taxes and help you understand this important piece of your financial picture. 

Who is it for?

Who is it for?

Everyone! Regardless of your income sources or filing status, nearly anyone who pays income taxes can benefit from having a professional review of your tax return to identify relevant planning opportunities. At worst, we'll review your return and conclude you are currently maximizing every available tax saving opportunity. 

That's great "peace of mind" news. Alternatively - and more frequently - we'll identify a handful of tax saving opportunities, both in the current year and in future years. 

What's the outcome?

What's the outcome?

We will evaluate a number of opportunities during tax planning, including topics like most tax efficient retirement vehicles, charitable giving strategies, realizing capital gains, Roth IRA conversions, tax credit eligibility, and more. We can run projections to see how potential changes (e.g., filing status, dependents, the sale of a business, stock option exercises, etc.) may impact your upcoming tax liability. 

Don't Let this Important Part of Your Financial Plan Go Overlooked.

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<h2>Using AI to Identify Tax Opportunities in Your Financial Plan</h2>

Using AI to Identify Tax Opportunities in Your Financial Plan

Using advanced Optical Character Recognition (OCR) technology, Holistiplan can read a tax return and create reports instantly. This analysis can build out scenarios allowing us to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. 

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Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice.
Clients should confer with their qualified legal, tax and accounting advisors as appropriate.