INTEGRATED TAX STRATEGY
Tax Planning
Balancing the tax benefits now vs tax savings later can be complicated. For those with complex financial situations, tax planning is essential to ensuring you're able to make the most out of the finances you’ve worked hard to earn. We consistently optimize and tweak plans, portfolios, and income to make sure we maximize cash flow now and for years to come.
Straight Path Tax & Accounting services are exclusively available for Straight Path Wealth Management Clients
Why Our Approach is Different
Most firms stop at planning. We handle the actual tax return preparation in-house for a seamless experience.
More Than Tax Advice
Tax Planning + Preparation
We don't just plan for taxes; we actually prepare them. This is important because many financial advisory firms give broad tax advice but then leave the execution up to you or your CPA. This puts you in the middle and likely misses proactive tax planning opportunities. Instead, our team of CPAs and EAs on staff is here solely for our wealth management clients to give proactive tax advice and then take it all the way to actually preparing the taxes for you.
Credentialed Expertise
CPAs, EAs, CFPs, CFAs and more on staff providing holistic advice.
Business Tax Specialization
Expertise in business ownership planning and complex structures.
Fiduciary Standard
Advice strictly in your best interest, always.
Tax Planning Changes Throughout Retirement
Explore three key stages of retirement tax planning and the different strategies that may become important as your income, Medicare considerations, and required distributions evolve.