Strategic Tax Planning
Smart tax strategies to help you keep more of what’s yours.
Minimize Your Tax Burden, Maximize Your Potential Returns
Taxes can erode your returns quickly. At Creative Planning, your wealth manager works with our in-house CPAs and attorneys to ensure your portfolio is tax-optimized.
Integrating Tax Strategies with Your Custom Portfolio and Plan
- Year-round Tax Planning
- Tax-optimized Portfolios
- Charitable Giving Strategies
- Estate Tax Planning
- Income Tax Preparation and Filing
- Bookkeeping and Family Office Support
Proactive Tax Strategies
Tax laws are complicated and perpetually moving targets. That’s why every decision we make on your behalf takes into consideration any potential tax implications. We integrate custom tax guidance with your overall wealth management and financial planning strategies. This approach helps ensure all aspects of your financial life are working together to help you make the most of your wealth.
Experience You Can Trust
You will work directly with an experienced tax director who has an in-depth understanding of both your tax situation and overall financial picture. Your tax advisor coordinates all required annual tax filings while also planning for future tax years and anticipated changes to your income. Our tax professionals have experience helping clients in all 50 states.
2022 Tax Filing: Important Documents and Deadlines
Understanding the information outlined in this article can help simplify the filing of your 2022 tax return(s).
A Refresher on Gift Taxes
Gifting Reminders for the Holiday Season During this season of giving to others, you may be considering ways to financially support your loved ones. While giving to others is a noble goal, it’s important to be smart about how you share your assets. If you’re not...
How Proactive Tax Planning Improves Your Financial Plan
Taxes touch every aspect of your finances, from your paycheck to the purchases you make to the investment returns you receive and even the amount you can pass along to your loved ones after you die. Here are four ways proactive tax planning can help improve your financial outlook.
The Standard Deduction® —A Tax Podcast from Creative Planning
Hosted by Tax Directors Candace Varner and Ben Hake, The Standard Deduction isn’t your run-of-the-mill tax podcast. It’s a thoughtful and informed discussion about ideas, trends and developments in taxes related to personal wealth management, that’s also laugh-out-loud funny. We dare you not to be entertained by these two hilariously intelligent CPAs.
