Tax Strategy

Tax Strategy and Planning in Utah

Forward-looking strategies for your financial future

Tax Strategy and Planning Services

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 understand the importance of comprehensive tax planning in Utah. As local tax planners, we offer a unique perspective when reviewing 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. While your CPA focuses on compliance, our role as financial advisors is to provide a thorough review of your tax return from a Utah tax planner standpoint. When was the last time your financial advisor, specifically a local tax planner, reviewed your tax return?

Our Approach

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:

  • Deduction analysis
  • Adjusting/updating tax withholdings or estimated payments
  • Examination of capital gains rate and vetting various strategies
  • Focused strategy in your after-tax account to minimize taxable events
  • Marginal income tax bracket analysis
  • Awareness of ever-changing tax laws
  • Creating intelligent ways to defer income to pre-tax accounts

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.

Form CRS


All content is for information purposes only. It is not intended to provide any tax or legal advice or
provide the basis for any financial decisions. Nor is it intended to be a projection of current or
future performance or indication of future results.

Opinions expressed herein are solely those of Tencap Wealth Coaching and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Tencap Wealth Coaching, an Investment Advisor registered with the SEC. Being registered as an investment adviser does not imply a certain level of skill or training.

  • Advisory services are offered through Tencap Wealth Coaching, a SEC Investment Advisor.

  • Insurance products and services are offered through Tencap Legacy, an affiliated

  • Tencap Wealth Coaching and Tencap Legacy are not affiliated with or endorsed by the Social Security Administration or any other government agency.

The information contained herein should in no way be construed or interpreted as a solicitation to
sell or offer to sell advisory services to any residents of any State other than the State of [State] or
where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an
endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Links to Other Sites

The inclusion of any link is not an endorsement of any products or services by [Firm Name]. All
links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Tencap Wealth Coaching, nor any agency, officer, or employee of the Tencap warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be
incorrect or not current. Any person or entity that relies on any information obtained from these
systems do so at their own risk.

-Washington State Only

Tencap Wealth Coaching is an investment adviser registered in the State of Washington.
The adviser/firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Being registered as an investment adviser does not imply a certain level of skill or training.