Tax Planning

Tax Planning

At EHD Advisory Services, we take a proactive approach to tax planning.  We work directly with your accountant not only at tax time, but also on an ongoing basis to help minimize your current and future tax liability. By integrating tax planning into every aspect of our strategic plan for you—from your retirement fund and lifestyle assets to your investments, charitable giving, and business activities—we work to ensure that you keep as much of your earnings as possible. And, because we monitor tax policy developments closely, we’re well positioned to change strategies as needed. Our tax management covers a variety of areas:

  • Strategizing the right mix of investments across your taxable and non-taxable accounts.
  • Planning for investment distributions that offer the greatest tax advantages 
  • Determining the types of deferred compensation accounts, such as Roth IRAs, traditional IRAs, and 529 Education plans, that make the most sense for you and determining your ideal contributions for each.
  • Collaborating with your estate attorney to minimize or defer your tax liabilities.
  • Working with you through anticipated and unplanned life changes such as divorce, the loss of a spouse, receipt of a sudden inheritance, and buying or selling a home.