Tax laws are complicated and perpetually moving targets. Creative Planning’s wealth management tax services team is here to make sense of these laws. We are focused on one thing: implementing strategies to reduce the impact of taxes on our clients wherever possible.

At Creative Planning, your team will leverage every opportunity to reduce taxes. That requires not only a deep knowledge of tax laws but also a comprehensive understanding of your financial life.


We will integrate our tax expertise into your wealth management and financial planning strategies. Our team of in-house certified public accountants (CPAs), wealth managers and attorneys works together to help your team maximize your after-tax returns. Our wealth management tax services include:

  • Optimizing the management and allocation of assets between account types whenever possible, such as taxable, qualified or charitable accounts.
  • Informing you of legal techniques available to reduce or eliminate death and estate taxes.
  • Suggesting potential strategies to reduce income taxes.
  • Consultation regarding closely held private stock, concentrated publicly traded stock positions, stock option programs and employee stock programs.
  • Providing advice regarding real estate investments and transactions.
  • Providing up-front pricing for tax return preparation and compliance work for clients who wish to utilize the full capabilities of our tax team.
  • Providing resources and unique perspectives from our financial planning and tax experts.

Creative Planning’s tax expertise is integral to optimizing the portfolio design and investment strategies for all of our wealth management clients. Experience the difference our team can make today.