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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

Year-Round Tax Planning

Tax-Loss Harvesting

Charitable Giving Strategies

Estate Tax Planning

Income Tax Preparation and Filing

Asset Location


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'll 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.

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