- Services
- Tax Planning
A well-managed tax strategy should be one of the most important elements of your wealth plan. Your tax plan should be unique to your situation, and it should be considered in conjunction with your overall wealth, investments and estate plan.
Year-Round Tax Planning.
Tax planning should enhance your wealth and improve your overall financial picture. We take a comprehensive view of wealth, including income, assets, charitable gifting, and estate and trusts.*
Continuous Tax Optimization
Looking comprehensively at your financial picture, we will advise you on the various strategies you can deploy to help you take advantage of every tax break opportunity—helping to ensure you keep more of your money.
Liquidity Event Planning
When you’re about to encounter a liquidity event, like the sale of a property or business, it’s essential to have a plan in place to minimize your tax burden.
Tax Preparation and Filing
Our experienced team of tax professionals specialize in personal and fiduciary income tax return preparation and filing, including the management of quarterly estimated tax payments.*
Gifting
Gifting can be a powerful tax planning tool, and we can help you devise a strategy that suits your unique needs. Maybe you’re looking to establish charitable vehicles to minimize your taxable income, or perhaps you’re planning to gift significant assets to a child or loved one. Whatever your goal, we can help.
*Tax return preparation and filing services are available through a separate, written engagement letter with RWA Tax Solutions, LLC, a wholly owned subsidiary of RWA Wealth Partners, LLC.
*Tax return preparation and filing services are available through a separate, written engagement letter with RWA Tax Solutions, LLC, a wholly owned subsidiary of RWA Wealth Partners, LLC.
“We never consider your taxes in a vacuum or merely tabulate them at the end of the year. We look at taxes in totality—taking into account your income, wealth and goals—and always with an eye toward minimizing them.”
Bob Johnson
Our Value
Strategic Tax Planning, Preparation and FIling.
Tax planning is more than just filing annual returns on time. It’s an approach to enhance wealth and improve your financial position now and in the future.
- Personal and fiduciary income tax return optimization
- Year-round tax planning and advice
- Seamless tax preparation and filing
Ready to experience the human side of wealth®?
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