Tax Management

With the current tax system constantly changing and increasing in complexity, clients realize the critical role that income tax planning plays in their overall financial plan. Meaningful tax planning can preserve a considerable amount of wealth, but requires paying attention across all aspects of your financial scope.

In this assessment process, some of the areas we evaluate together include:

Review Prior Returns

Your tax return is like your financial DNA that gives us valuable insight into what is going on in your financial life. By reviewing your last two tax returns, we can look for tax arbitrage opportunities for the past and present.

Run Tax Projections

We will work closely with your CPA or one of our in house CPAs to run tax projections during the year. These projections will help us determine what strategies to utilize for minimizing annual and lifetime taxes and avoiding penalties.

Optimize Tax Strategies

We will help you stay relevant with current tax law to take advantage of credits, deductions, and how to utilize pre-tax dollars to minimize today’s tax bill. In many circumstances, we may need consider strategies today to minimize paying income and estate taxes over your lifetime and the lifetimes of future generations.

Prepare Tax Return

For those utilizing our in house CPAs, we will prepare and review your tax returns. This will help you organize your tax information and simplify the tax preparation process by having your planning, investments, and taxes under one roof.

Our Approach To Tax Management

Michelle Maton, CFP®, discusses the depth of tax services The Planning Center extends to clients, from projections, planning and preparations to understanding the challenging new tax laws.

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Our Client-Centric Approach


Taking full advantage of all the deductions and credits that you are entitled to is the key to keeping more dollars in your pocket at tax time. A careful review of your tax return and employee benefits are important steps in minimizing your tax liability.

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Integrating a well-executed portfolio and a plan for realizing investment gains and losses will help minimize taxes. Ironically, there are times when avoiding taxes is not an effective method of maximizing your end-of-life net worth—especially if you are subject to the Alternative Minimum Tax (AMT). Roth IRA conversions and other long-term tax saving techniques, however, may prove more beneficial.

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Tax avoidance requires a considerable degree of collaboration between multiple professionals. Coordinating the efforts of a financial planner, CPA, and an estate attorney is critical to helping wealthy families set up the right estates, retirement plans, and family-limited partnerships, or structuring income for the best annual tax results.

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