Tax Planning Strategies

A football team wouldn’t be complete without all the players working together. If the quarterback and receiver aren’t in sync, you’ll never make a touchdown. The same goes for financial planning. Building a strong team to help you on your journey is crucial. Too often, we see professionals working in silos. And their lack of collaboration can lead to missed opportunities.

A place where this is especially true is when it comes to tax planning. Nearly every financial move you make, has a tax implication. That’s why we act as your quarterback coordinating with your CPA, to help make sure your financial moves are tax-efficient and that it’s actually being reflected in your tax filings.

It’s just one benefit of our Virtual Family Office style of services for affluent families and business owners.

Before your CPA starts the clock for billing you by the hour, we can offer strategies tailored to your situation like tax loss harvesting, Roth conversions, and life insurance tools.

You could call Uncle Sam your biggest silent partner. No one wants to pay him a penny more than they have to. We can help offer you clarity and confidence that you’re keeping all of the money that you can so that it goes to the things you really care about, your family, your hobbies, and the charitable causes that are important to you.

Give us a call so we can look at your unique situation and work to get you in the end zone.

At Wheeler Wealth Management, we want you to have a level 10 confidence that you’re on the right track.