Tax Planning Strategies for a Purposeful Legacy
Navigate complex tax strategies with personalized support. Our legacy-minded guidance is designed to help you keep more of what’s yours—and have a greater impact now and in the future.
Maximize Your Impact with
Tax-Smart Strategies
Effective tax planning isn’t just about reducing liabilities—it’s about aligning your wealth with your greater purpose. At Legacy Planning Advisors, we help you navigate complex tax strategies with wisdom and clarity, redirecting more of your resources toward what truly matters.
Income Tax Efficiency
Optimize your tax strategy to reduce burdens and keep more of your earnings aligned with your long-term goals.
Business Tax Strategies
Business tax structures can get complicated. We’ll help you navigate them to maximize deductions, credits, and after-tax profits.
Retirement Tax Planning
Your retirement withdrawals can have tax implications. We’ll develop a withdrawal strategy that helps you keep more of what you saved.
Wealth Transfer & Estate Tax Reduction
Preserve more of your legacy and make more of an impact. Through tax planning, we can seek to reduce estate taxes and ensure smooth wealth transitions for your heirs and loved ones.
Charitable Giving and Tax Benefits
Charitable giving can positively impact your tax situation. Together, we’ll explore how your dollars can go further when giving to charities, and how donations can ease your tax burden as well.
Meet The Martins
John and June Martin were referred to us by a mutual friend. They had a question about the estate of John’s father, who had recently passed away. Their current advisor hadn’t answered their questions about taxes on the estate. There were also tax implications with June’s side business she wasn’t aware of.
Legacy Planning Advisors was able to help the family, including John’s mother, to meet tax exclusion limits while also benefiting their loved ones. We also worked with their CPA to plan out their tax situation over the next 10 years.
We understand that business transitions involve a lot of moving pieces, and human relationships can make it even more complicated. That’s why we act as a third party offering clear guidance tailored to help your business flourish. We were able to support both Fred and Geri as they made key decisions about their roles in the company, and in the end, the business remains strong and has a clear contingency plan in place for the future.
Take Control of Your Taxes and Build a Lasting Legacy
In our first conversation with you, we’ll get to know you and your family, including your tax planning goals. From there, we’ll create a financial plan that reflects our conversation with you. This conversation is completely fee- and obligation-free.
FAQ
Tax planning is included as part of our comprehensive planning process and is reviewed on an ongoing basis. We evaluate strategies that may improve tax efficiency and coordinate with your CPA or tax professional when appropriate.
No. Legacy Planning Advisors does not prepare tax returns. However, we work closely with many clients’ CPAs and tax professionals and are happy to coordinate planning efforts or recommend a trusted CPA if needed.
We recommend reviewing your tax strategy annually and whenever you experience a significant financial event, such as retiring, selling a business, exercising stock options, receiving an inheritance, or making a major charitable gift. Regular reviews can help identify planning opportunities as your circumstances change.
Our tax planning focuses on helping you make informed financial decisions with tax implications in mind. Depending on your situation, we may evaluate retirement income strategies, Roth conversions, charitable giving strategies, investment tax efficiency, capital gains planning, and business transition considerations. We work closely with your CPA or tax professional to help coordinate these strategies within your overall financial plan.
