Year-Round Tax Planning
Although many people think tax planning occurs once a year leading up to April, it’s more important than ever to have year-round tax planning to help reduce tax liabilities and complexities regarding wealth. Grant Capital’s proactive staff helps clients save more of their money – all the while seeking to maximize investment benefits and minimize tax season surprises.
Strategies for Effective Tax Planning
Our financial advisors recommend several strategies to ensure effective tax planning throughout the year:
● Income Tax Projections: Engage with your tax professional to perform an income tax projection before tax season. This proactive measure helps anticipate and mitigate tax liabilities.
● Reducing Taxable Income: Identify and employ methods to reduce taxable income, such as increasing contributions to retirement and health savings accounts.
● Charitable Giving Options: Explore charitable giving options to reduce capital gains on investments, allowing you to give back while benefiting from tax deductions.
Holistic Tax Planning Approach
Grant Capital is committed to a holistic approach to year-round tax planning for our concierge clients. We tailor our strategies to align with your financial goals, ensuring that every aspect of your wealth management is optimized for tax efficiency.
Experience Customized Support
Contact Grant Capital today to learn more about how our experience in year-round tax planning can help you achieve your financial goals and minimize surprises come tax season. Let us help you make informed decisions that safeguard your wealth and enhance your overall financial well-being.
*Grant Capital does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
How May We Assist You?
info@grantcapital.net
(913) 361-8281
7101 College Blvd, Suite 880
Overland Park, KS 66210