You address issues as a team

Each advisor may be an expert in their field, but they do not know enough about the other’s strategies to create an efficient plan. In other words, there is a gap between what a financial advisor sees and what a tax planner sees. 

Avoid unexpected tax billsTax Planner

Tax consequences on financial transactions require a much deeper understanding of not only tax law, but also a deeper understanding of your individual tax situation, than what your financial advisor has. Tax planners can run projections based on current and future financial decisions. This will give you a better idea of what your tax bill will look like and how decisions impact your total wealth.   

Tax planners can also help you avoid taxes because they can look at your portfolio and see where potential tax problems may lie. Once the deed has been done, accountants can’t fix the problem. 

You can be more proactive in tax planning and financial planning

You do not have to worry about bouncing back and forth between our advisors like a pinball. When your team gives you basic information without you having to ask, your questions become higher-level questions.

When you take a step back to look at the bigger picture you can focus on the entire picture, instead of being tunnel-visioned on one part of your plan, such as Rate of Return. 

Better service during tax season

The sooner you plan the better. It will allow you to estimate how investment decisions will impact your tax bill. This also gives you an opportunity to look at your cash flow and to consider the impact of changes in your household that may impact your tax bill. 

Don’t expect your Tax planner to do this work for free. Would you work for free? A good tax planner will save you more money and help create more wealth for you, than what they will charge. 

Don’t you think it would be of tremendous value to you if your tax planner saved you large amounts of money and improved your wealth? Cash flow planning and proper tax management can give you some of the greatest and quickest rates of return on your money without putting any of it at risk.