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  3. Tax Planning

Tax Planning

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.

Our Services

  • Financial Management
  • Investments
  • Insurance
  • Tax Planning
  • Estate and Legacy Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (402) 934-7200

Fax: (402) 260-7073

Email: info@silverleafwealth.com

Address: 12801 Pierce Street, Suite 100 Omaha, NE 68144

Hours : Monday – Friday 8:00 AM – 5:00 PM

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12801 Pierce Street, Suite 100
Omaha, NE
68144 United States

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Securities offered through LPL Financial, Member FINRA/SIPC.  Advisory services offered through Gladstone Institutional Advisory, A Registered Investment Advisor.  Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial.  

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