Tax Planning
Tax impacts every aspect of your financial life.
Taxes are a fact of life. But that doesn’t mean you can’t manage—and possibly mitigate—the impact they have on your savings. Too often we see a lack of understanding around how taxes are calculated. As a result, valuable opportunities for tax management are missed.
We take a proactive approach
We Plan for Efficiency
By assessing your past gross and taxable incomes, as well as evaluating what led to those income figures, we may be able to uncover opportunities for tax planning. Many times, a simple reorganization of how your investment dollars are held can help reduce your current income taxes while helping to preserve more of your savings over time. Moreover, through proper tax withholding, we may be able to help eliminate the need (if applicable) to make quarterly estimated tax payments to the IRS. While the results of our investment plan are very important over time, we realize that helping to mitigate the amount of income tax due—either now or in the future—could provide you with an additional rate of return.
*Raymond James does not provide any legal or tax advice.
More Services
Financial Planning
We'll guide you through wealth accumulation, wealth conservation, and wealth distribution.
Investment Allocation
Every investment involves some level of risk. With allocation we can help preserve capital, increase liquidity, and decrease volatility.
Estate Planning
Will the proceeds from your estate be used to fulfill your wishes when the time comes? We can help make sure it does.
Tax Planning
Taxes are a fact of life. But that doesn't mean you can't manage the impact they have on your savings.
Retirement Planning
Whether it's fast approaching or years away, you've likely thought about your retirement. But have you thought about how you're going to get there?
Education Planning
We can offer support and planning as you set education goals for your children, grandchildren, or yourself.
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