Tax Planning
Optimizing Your Tax Strategies with Comprehensive Solutions
- Learn More
- (866) 811-1500
Tax Planning
Navigating the maze of tax laws can be extremely complicated and mistakes can be costly. Our tax planning services can reduce your tax liability risks and help you take advantage of tax efficiencies.
Helping You Make Informed Tax Decisions
We live in uncertain political and financial times. This makes existing tax law challenges daunting and future tax laws more complicated than ever. You can be sure that our seasoned tax experts monitor ever-changing tax laws and their effects on your investments and overall wealth plan.
Our tax experts are well-versed in individual and business tax issues as well as tax issues associated with trusts and estates. Tax decisions can significantly impact both you and your heirs. We work to ensure that you and your family make informed decisions related to available tax planning opportunities.
Our key strategies in wealth planning can include:
- Distribution Planning
- Roth Conversions
- Tax Loss Harvesting
- Planned family and charitable giving
- Efficient Wealth Transfer
The tax and fiduciary professionals at Legacy work together as a team to achieve your financial goals while minimizing tax implications. In addition, our professionals can collaboratively lead your advisory team, including outside tax professionals and attorneys. This approach can ensure that all of your wealth strategies are aligned and match with your priorities.
fi·du·ci·ar·y
A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own. In a fiduciary relationship, the person who must prioritize their clients’ interests over their own is called the fiduciary.