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Tax Planning

Every financial decision you make has a tax implication. At Avantax Planning PartnersSM, our comprehensive financial planning service combines financial planning and tax strategies in partnership with your CPA. We believe your total financial picture should be managed in the most tax-efficient manner with your long-term goals in mind. Working with one financial planning consultant (FPC) and your CPA can eliminate unnecessary tax inefficiencies.
Additionally, when you have a level of investment income, capital gains, or IRA distributions that may significantly impact your tax situation, your CPA and FPC will be proactive in reducing this tax liability while maintaining the established financial plan to help you reach your long-term goals. This type of comprehensive review entails evaluating tax strategy, retirement accounts, risk management, and most importantly, your long-term goals.
Your CPA and FPC can also help with major life transitions such as business success planning or farm succession. Together we’ll identify tax implications and develop a strategy that keeps you moving towards your goals.