Tax Planning
Strategic Tax Planning
Unlocking Opportunities to Preserve and Grow Your Wealth
Some CPAs do little more than record history, simply focused on putting the right numbers in the right boxes. There is a big difference between preparing tax returns and doing proactive tax planning. True tax planning requires a team of top-notch professionals that scour the eighty thousand plus pages of the IRS tax code looking for every legal deduction and loophole available to minimize your income taxes, estate taxes, and capital gains taxes.
Tax Strategies to Move Your Business Forward
CFOs, tax directors and business owners come to Optura Advisors for much more than tax compliance. While we excel by ensuring you meet regulatory requirements, both domestic and global, that just scratches the surface of what our tax advisory team does. Whether you're looking to improve profitability, grow your business or implement a succession plan, we see proactive planning as a key strategic tool — as nothing less than a vital means of moving your company forward.
Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.
If a household were to review their expenses, they would easily find that taxes are the single largest expense over their lifetimes. It would easily be larger than the cost of purchasing a house or paying for their child’s college. Taxes must be considered in the context of the overall financial plan and strategy. Every dollar that is saved means a dollar that can go towards retirement savings, spending, or passing to heirs, beneficiaries, and charity.
Tax Planning in Turbulent Times
Strategizing for Potential Rate Shifts and Fiscal Policies
Believe it or not, we are currently at a relative low point in tax rates. However, we have seen recent record government expenditures in massive social programs and financing of defense programs which have historically precipitated increases in tax rates across the board. Part of our fiduciary responsibility is to review your tax situation in the context of your overall financial plan and strategy.
Strategic Tax Mastery
How Optura Advisors Helps Navigate Complexities for Long-Term Success
Optura Advisors specializes in addressing taxes from both a tactical and strategic perspective. There are tactics that can be employed in the current year and then strategies that span multiple years to properly position your portfolio and financial life as it relates to your tax objectives.