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.
Gift Tax: What Is It and Who Pays It?
Did you know that you may be responsible for taxes on monetary gifts to others? While it pays to be generous, it’s important to understand the federal gift tax and avoid triggering it if possible.
Preparing for the 2025 Tax Sunset
The 2018 Tax Cuts and Jobs Act (TCJA) created many tax changes for both corporations and individuals. However, only the corporate changes were signed into law. Many of the biggest individual changes were written to expire after the 2025 tax year. Here are two big items we can plan for before the 2025 sunset.
5 Taxes to Be Aware of in Retirement
If you think retiring from the workforce means a break from paying income taxes, think again! It’s important to be aware of the following five taxes and how their treatment can affect your overall federal and state tax brackets in your retirement years.
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.
