Reduce Your Tax Liabilities

Tax Day arrives once a year, but taxes should be a year-long consideration. Unfortunately, many people don’t have the time or inclination to analyze the tax implications for the financial decisions they make throughout the year, which means they usually end up paying higher tax rates. A Buckhead Wealth Management advisor can help you incorporate tax planning into your financial plan striving to reduce your tax liabilities.

Understanding Tax Planning

Your income, investments and other assets all carry potential tax liabilities. When you work with a member of our team, your advisor helps you decide how to distribute your assets to reduce your taxes. Together, we analyze your income and investments to determine whether they provide you with the greatest tax advantages while still allowing you to meet your financial needs and goals. We examine:

• Retirement accounts
• Asset acquisition timing
• Asset allocations
• Major expenditures
• The timing of major purchases

After assessing your current situation, our goal is to develop a plan that helps you maximize your wealth and minimize your taxes. As tax laws change, your tax plan should too. We review your plan regularly and adjust it accordingly.

Getting Help With Reducing Your Taxes

At Buckhead Wealth Management, our goal is to help our clients take advantage of all available investment vehicles to ensure they can meet their financial goals without creating unnecessary tax burdens. Contact our offices to schedule an appointment with an advisor.