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Advanced Tax Planning

We will use our two decades of experience and Master's degree in Taxation to provide you with the customized, tax sensitive guidance you deserve.

Advanced Tax Planning

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For most of our clients, taxes reduce income by between 30-50% – or more.  Therefore, planning for taxes – and, moreover, optimizing your finances for tax purposes – is a critical part of planning for success.  We have two decades of experience working with professionals, including those with equity compensation and cross border situations.  

Integrated Tax Planning

  • Given our background in income tax preparation, all our advice is filtered through the lens of tax efficiency.

  • All clients receive a tax projection as part of the Year End Financial Planning Meeting, as a way of guiding decisions to make them as tax-efficient as possible.

  • In addition, we frequently consider multiple facets of tax planning, which other financial advisors may not be equipped to understand:

    • Tax planning over multiple years to ensure lifetime optimization​

    • Trade offs between planning for income tax vs. gift and estate tax

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Advanced Tax Planning for Clients with Corporate Equity Compensation

  • Build out a tracking model, covering: vesting dates, options expiration dates, cost bases of previously exercised shares, etc.

  • Model alternate scenarios to optimize exercise and sale decisions around cash flow needs, long-term goals and tax minimization

Advanced Tax Planning for Clients with Cross-Border Situations

  • Analyzing and optimizing tax residency

  • Tracking assets in and income from multiple countries

  • Analyzing foreign tax liabilities and planning opportunities

  • Coordination with foreign tax professionals to mitigate any double taxation

  • Optimizing taxes on US side by strategic use of Foreign Earned Income and Housing Exclusions, Foreign Tax Credits, and/or Income Tax Treaties

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Advanced Planning for Trust, Gift and Estate Taxation

  • Comprehensive tax planning frequently requires consideration beyond the individual client.  Based on your individual circumstances, we may need to consider inter-generational gift or estate tax implications.

  • Alternately, we may recommend the use of a Trust, and can advise on the income and estate tax implications of different types of Trusts.

  • As part of this planning, we can also offer advanced guidance on the proper selection of assets to donate for charitable purposes, as well as the most tax-efficient vehicle that aligns with your goals and cash flow needs, such as a Donor Advised Fund, a Charitable Remainder or Lead Trust, or even a Private Foundation.  

Are You Ready to Learn More?

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Connection Meeting

During this introductory call, we'll discuss your situation in detail so we can understand your needs and explore how our services could help you achieve your goals.

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Contact
Opening Hours

Mon - Fri

9:00am - 5:00pm

Sat & Sun

Closed

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Soaring Wealth LLC (“SW”) is a registered investment adviser offering advisory services in the State of Vermont and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of SW, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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