Forward-Thinking Tax Planning Services
Comprehensive tax planning and compliance—because life is more than a tax form
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.
You don’t need a tax historian. You need a tax planner who sees your financial life as integrated events that impact your future. We implement tax strategies tailored to your goals.
Without proper planning, inheritance and estate taxes can erode your legacy. Our wealth transfer strategies are designed to help reduce, and in some cases, eliminate estate taxes.
You make charitable gifts because you care about making a difference locally, nationally, or globally. Low cost-basis securities, charitable lead trusts, and charitable remainder trusts are a few ways we help minimize the tax implications of your gifts.
Your investments, their value, and your cost basis can all affect your tax bill. We help you create tax-efficient investment portfolios and harvest investment losses to reduce your obligations.
Should you establish your business as a sole proprietorship? An S Corp? Or C Corp? We help you analyze the tax implications of different business structures so you can pick the one that’s right for you and your financial situation.
Fear of running out of money is one of the top concerns of many retirees. We review various retirement plan options to minimize your current taxes and help generate income for life.
The tax code is getting increasingly more complicated, making it more challenging for people to do their own returns. We can prepare and file your personal, business, and trust tax returns, saving you time for what matters most to you.
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. The members of Cerity Partners tax team 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 as well. An ounce of protection is always worth more than a pound of cure.
Steve Walker
Partner
Your financial health is about more than taxes. We help you manage the full picture.