TAX PLANNING

TAX PLANNING

TAX PLANNING


At Roberts Tax and Retirement Planning, we understand the importance of implementing a tax strategy that works hand-in-hand with your overall wealth and estate plan to help you achieve your financial goals. Our tax consulting professionals are IRS-licensed enrolled agents (EAs) well-versed in the complexities of tax planning. Tax planning considers the tax implications of individual, investment, or business decisions, with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved.

TAX PLANNING


At Roberts Tax and Retirement Planning, we understand the importance of implementing a tax strategy that works hand-in-hand with your overall wealth and estate plan to help you achieve your financial goals. Our tax consulting professionals are IRS-licensed enrolled agents (EAs) well-versed in the complexities of tax planning. Tax planning considers the tax implications of individual, investment, or business decisions, with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved.

WHAT IS AN EA?

An enrolled agent is the highest licensing credential awarded by the IRS. A CPA is licensed at the state level.

WHAT IS AN EA?

An enrolled agent is the highest licensing credential awarded by the IRS. A CPA is licensed at the state level.

We view every decision through a tax-efficient lens. We remain fully aware of the tax implications of your investments, and we minimize these when possible. From preparing your annual tax returns for you, your trust and/or foundation, to overseeing your investments, to charting a course to help you reach your financial goals, you can rest easy knowing our focus is on you.

  • Yearly Tax Return Preparation – Individual / Trust / Foundation / Business
  • Retirement Tax Planning / RMDs
  • Roth Conversion Planning
  • Tax-Advantaged Investing and Risk Management
  • Wealth Transfer Techniques
  • Succession Planning for Business
  • Tax Planning for Business
FEDERAL TAX LIABILITY

FEDERAL TAX LIABILITY

A major goal of tax planning is minimizing federal income tax liability. This can often be achieved by reducing taxable income through income deferral or shifting. Deduction planning, investment tax planning, and year-end planning strategies can also help reduce your overall income tax burden.

TAX-ADVANTAGED INVESTING

TAX-ADVANTAGED INVESTING

Investment tax planning involves evaluating how to best position assets in order to minimize the amount of taxes you have to pay on an ongoing basis. This requires year-round planning, and it begins with an in-depth understanding of the tax implications of various investments and investment strategies, including the treatment of wash sales, tax-exempt investments, gains and losses, 1031 exchanges, qualified dividends, tax straddles, tax-deferred investing, passive income and losses, and mutual fund taxation.

TAX-ADVANTAGED WEALTH TRANSFER

TAX-ADVANTAGED WEALTH TRANSFER

If you give away wealth, during life or at death, you may incur federal taxes—and possibly additional state taxes. These taxes include gift, estate, income, and inheritance taxes. You can help protect the assets you transfer from excessive depletion by understanding these taxes and the various strategies you can use to minimize them.

TAX PLANNING FOR BUSINESS OWNERS

TAX PLANNING FOR BUSINESS OWNERS

Tax issues are never far from the mind of the business owner, and it’s likely that many of the decisions you make will be tax-based. These decisions start with the formation of your business and continue through the sale. Your choice of business entity, how you pay out profits to the owners, and your accounting decisions will all have an effect on your tax liability.

RISK MANAGEMENT PLANNING

RISK MANAGEMENT PLANNING

Some events in life—retirement, for example—come with tax considerations. Life event planning focuses on the impact of significant events on your life, as well as on the stages of your wealth management plan.

FEDERAL TAX LIABILITY

FEDERAL TAX LIABILITY

A major goal of tax planning is minimizing federal income tax liability. This can often be achieved by reducing taxable income through income deferral or shifting. Deduction planning, investment tax planning, and year-end planning strategies can also help reduce your overall income tax burden.

TAX-ADVANTAGED INVESTING

TAX-ADVANTAGED INVESTING

Investment tax planning involves evaluating how to best position assets in order to minimize the amount of taxes you have to pay on an ongoing basis. This requires year-round planning, and it begins with an in-depth understanding of the tax implications of various investments and investment strategies, including the treatment of wash sales, tax-exempt investments, gains and losses, 1031 exchanges, qualified dividends, tax straddles, tax-deferred investing, passive income and losses, and mutual fund taxation.

TAX-ADVANTAGED WEALTH TRANSFER

TAX-ADVANTAGED WEALTH TRANSFER

If you give away wealth, during life or at death, you may incur federal taxes—and possibly additional state taxes. These taxes include gift, estate, income, and inheritance taxes. You can help protect the assets you transfer from excessive depletion by understanding these taxes and the various strategies you can use to minimize them.

TAX PLANNING FOR BUSINESS OWNERS

TAX PLANNING FOR BUSINESS OWNERS

Tax issues are never far from the mind of the business owner, and it’s likely that many of the decisions you make will be tax-based. These decisions start with the formation of your business and continue through the sale. Your choice of business entity, how you pay out profits to the owners, and your accounting decisions will all have an effect on your tax liability.

RISK MANAGEMENT PLANNING

RISK MANAGEMENT PLANNING

Some events in life—retirement, for example—come with tax considerations. Life event planning focuses on the impact of significant events on your life, as well as on the stages of your wealth management plan.

CONTACT US

To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.

CONTACT US

To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.