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Financial Planning Strategies Through a Tax-Smart Lens.

Financial Planning Strategies Through a Tax-Smart Lens.

Every financial decision you make has tax implications. You need to be able to work with someone who can confidently and successfully navigate both the ups and the downs of the markets as well as the ever-changing role taxes play in your financial plan.

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Work With a Tax Professional

Work With a Tax Professional

My Wealth CPA has helped increase after-tax returns for investors in a meaningful way—and may help you too.

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Tax-Smart Planning Concepts

We’ve mapped out a holistic approach for every aspect of a financial plan. This will address the planning topics needed to implement comprehensive tax-smart financial solutions.

Tax-Focused Investment Strategies

Managing investments for long-term goals with better after-tax results.

Retirement Planning & Withdrawal Strategies

Managing investments for long-term goals with better after-tax results.

Family Risk Management

Protecting yourself and your loved ones from loss.

Business Planning

Strategizing for growth, retirement and continuity within your business.

Legacy Planning

Maximizing the transfer of wealth to benefit loved ones and the causes you care about.

Education Planning

Funding the education needs of your loved ones.

Cash-Flow Management

Creating a spending plan for short and long-term goals.

Our Clients

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a tax professional, let’s review yours goals to see if you’re a good match for our practice.

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A tax-smart approach to investing means we seek ways to both build wealth and protect it, with a carefully honed selection of tax strategies including:

Minimizing taxes on capital gains to protect investment value.

 Identifying the most advantageous distribution of Social Security benefits.

Applying both annual and long-term strategies to reduce taxes so more money can grow tax-free.

Planning for the most effective distribution strategies to minimize the impact of taxes.

Focusing on tax mitigation for estate and legacy planning.

Speak with a Tax Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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