Taxes are a crucial part of almost every major financial decision from buying a home to planning your retirement. Failing to take them into account can result in overpayment of taxes and diminished investment returns. Our tax planning team helps you preserve your wealth by identifying and minimizing potential tax liabilities before you act.
Our seasoned tax specialists understand the cause and effect between taxes, financial planning, and investment management. Their expertise includes:
We work closely with you to develop and implement the most tax-efficient solutions so you, your family, and your business can feel more confident.
Many financial decisions have tax implications that you may not be aware of—but we are. The most effective financial plans are the ones that include tax-planning strategies. Working together, we help you:
Your tax planning strategies should do more than report outcomes. It should affect them.
Don’t make a decision without knowing how it will impact you next April, next year, or future generations. Our tax specialists have been doing this for decades. Put our in-depth knowledge of the tax code to work for you.
The recent tax legislation aimed at simplifying the tax code caused it to be even more complex, so strategic tax planning is more critical than ever. Cerity Partners' tax advisors are forward-thinking tax planners rather than after-the-fact-tax return assemblers, integrating our tax expertise into overall wealth planning, because with taxes, it is not only important what you do, but how you do it.
Your financial health is about more than taxes. We help you manage the full picture.