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It takes substantial effort to understand and stay up to date with changes in state, federal, corporate and other taxes.
At Silverleaf Wealth Management, we understand that taxes impact every level of your finances. In the financial services industry, we find people often struggle to distinguish between tax preparation and tax planning.
Tax preparation deals with sharing numbers that have already occurred on the tax forms in question, whereas tax planning is a continuous process that looks at your existing and expected situation to develop strategies to more tax efficiently arrange your affairs both now and in the future.
Tax planning can be much more robust, and today's environment makes it even more critical. Our clients receive forward-thinking advice on a wide variety of tax reduction strategies based on their circumstances and goals. The questions we answer include, but are not limited to the following:
- What are the latest tax rates, and what do the future projections look like?
- From which account should withdrawals be made from first?
- How does your retirement income affect your Medicare premium?
- How is Social Security income taxed?
- Should I exercise my stock options now or wait?
We can help you understand how today's decisions will impact your taxes now and in the future, structure your finances as tax-efficient as possible.
Silverleaf Wealth Management and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.