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Tax Planning

With deep roots in accounting, we are advisors in tax planning. We know how to minimize taxes and leverage ever-changing tax rules.
Man seated at a desk, using a calculator and holding a pen, representing tax planning services with support from tax planning advisors.

Tax Planning

No matter what stage of life you find yourself in, taxes are ever present. Taxes are a headwind to wealth-building, but smart financial tax planning can make wealth management more aerodynamic. We advise clients with a tax-conscious retirement plan, healthcare, and investment decisions. Our tax team brings decades of experience and understands the complexity of tax landscapes. Explore our tax planning services:

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Tax Planning

No matter what stage of life you find yourself in, taxes are ever present. Taxes are a headwind to wealth-building, but smart planning can make wealth management more aerodynamic. We advise clients with a tax-conscious retirement plan, healthcare, and investment decisions. Our tax team brings decades of experience and understands the complexity of tax landscapes. Explore our services:

Learn More

Tax Planning – Service List

Comprehensive Tax Return Preparation & IRS Representation
(for clients with $2M+ in AUM)

  • Accurate and timely filings with a designated Tax Manager
  • Individuals, entities, estates, and trusts
  • Identify immediate and potential tax opportunities and concerns while remaining in full compliance with constantly evolving IRS tax laws
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Tax Reduction Analysis

  • Identify potential deductions
  • Strategize for tax efficiency
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Required Minimum Distribution Calculations

  • Expert guidance on strategic planning for RMDs
  • Minimize tax implications and maximize the longevity of your wealth
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Empower yourself with proactive tax planning. Let us guide you
through the intricacies of the tax code.

Contact us today to learn more

Fill out this form for a complimentary consultation and let the journey begin.

The Smith Anglin team will help you...

  • Evaluate your goals
  • Review your investment portfolio
  • Build and optimize a legacy plan
  • Live by design rather than default

Helpful Resources

3 Ways to Reduce Your Tax Burden

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4 Charitable Planning Strategies: Reduce Taxes While Giving Back

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Why You Should Choose Smith Anglin

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