Forward-looking strategies for your financial future
Tax strategy or tax planning is vital to any high-net-worth individual or family. The U.S. tax code is thousands of pages long including statues which add tens of thousands of additional pages. That type of complexity is the reason our advisors spend so much time training on tax strategy and tax planning.
At Tencap Wealth Coaching, we like to review each of our client’s tax returns. We understand that you likely have a CPA, and we’re not looking to replace or compete with the duties of a CPA. Rather, we look at your tax return in conjunction with your CPA from another lens. Your CPA will assemble your tax return from a compliance lens, your financial advisor should be reviewing your tax return from a tax strategy lens. When was the last time your financial advisor reviewed your tax return?
We scrutinize your tax return to ensure that no opportunity to reduce your tax bill is missed. This includes a careful examination of things like:
As you intentionally consider what you are exchanging for each dollar you earn, it creates a heightened awareness of our combined duty to preserve as much of your earnings as possible. Our strategies are recommended with ethics and integrity and we are also focused on ensuring that none of our clients pay any more in taxes than they need to. This reflects the type of customer service our clients have come to naturally expect from Tencap Wealth Coaching.
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