Tax Planning

We are not tax professionals; however, we play an instrumental role in planning for tax efficiency throughout your life. There are four major categories of taxes that we can help you plan for:

  1. Income taxes
  2. Taxes on investment gains
  3. Gift taxes
  4. Estate taxes

We can help you in your effort to try to keep as much of your hard earned wealth as possible by implementing tax efficient strategies to address taxes now and plan for your taxes in the future.

We will work hand and hand with your tax professional and attorney(s) sharing ideas in concert in an effort to put together the best plan for you. Our role will be to ensure that everything is coordinated and working together towards the same goals.

Total Wealth Planning and LPL Financial do not offer tax advice or services.