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.
The Triple Tax Benefits of HSAs
Health savings accounts (HSAs) offer a flexible way to save for healthcare expenses, both while you’re working and during retirement.
6 Little-Known Tax Deductions for Working From Home
How to Make the Most of Your Home Office Deductions The IRS allows self-employed individuals who work primarily from home to deduct multiple expenses come tax time. This can be a valuable benefit as more of us set up remote offices. However, just because you work from...
4 Things You Need to Know Before Filing Your Taxes
Tips to Simplify the Filing Process Welcome to tax season – everyone’s favorite time of year! Well, perhaps not, but filing your taxes can be a little less painful if you are prepared. Following are four things you should know as you get ready to file your taxes. #1 –...
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.
