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Strategic Tax Planning

Smart tax strategies to help you keep more of what’s yours.

Man comforting his grandchild

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.

6 Little-Known Tax Deductions for Working From Home

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

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 podcast

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.

Why not give your wealth a second look?

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide



Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021