Tax Planning
Tax planning is about understanding what your tax situation looks like today, projecting what it may look like in the future, and using that information to make better financial decisions. If something can be measured, it can be improved. We help clients project future income, estimate future tax exposure, and understand how different types of assets may be taxed over time. This allows for strategies designed to improve outcomes and keep more of what you earn.
Many high-income households—including executives, business owners, and individuals with bonuses, equity compensation, or multiple income sources—are reactive when it comes to taxes. They often discover issues too late, play catch-up at filing time, or rely on extensions. We help clients move from reactive to proactive by anticipating tax obligations earlier in the year, planning with greater clarity, and avoiding surprises.
We routinely coordinate with clients' CPAs or accountants and help identify when estimated or quarterly payments may be appropriate. The goal is to support better planning throughout the year, not just at filing time. Tax planning is provided as part of an ongoing advisory relationship and is tailored to each client's income, goals, and long-term financial picture.
Who this works well for:
- Retirees and pre-retirees with significant taxable income or assets
- Business owners
- High-income earners, including executives and employees with bonuses, stock options, or other variable compensation
- Individuals with multiple income sources or equity compensation