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Tax Planning

Tax planning is the common ground between every financial decision.

“There is nothing certain in life but death and taxes”- Ben Franklin.

Mr. Franklin was correct with this and every financial situation from accumulating, preserving and distributing wealth revolves around taxes. KAC Financial Services can help walk you through strategic tax planning that integrates with the rest of your financial blueprint. We work in conjunction with your CPA and estate planning attorney to provide the most comprehensive tax planning possible.

KAC tax planning services include, but aren’t limited to:

  • Tax-loss harvesting and using capital gain/loss transactions to minimize taxes
  • Assessing capital loss carryover and carrybacks
  • Creating and advising on qualified or nonqualified deferred compensation plans
  • Analyzing lower tax rates on investments like qualified dividends
  • Exploring potentially tax-free investments like municipal bonds and Roth accounts
  • Philanthropic planning involving private foundations, donor-advised funds, and other charitable gifting strategies
  • Determining when to use specific investment accounts based on financial goals, investments, and tax consequences 

Once a strategic tax plan is in place, we review it regularly to ensure it’s on track and in sync with the rest of your financial picture. This also involves adjusting it for tax law changes, like the major ones seen with the Tax Cuts and Jobs Act of 2017.

Other related services include:

  • Business financial planning
  • Management succession
  • Ownership transition planning
  • Individual financial planning
  • Corporate financial planning and employee benefit reviews
  • Estate planning and compliance
  • Investment management and consulting
  • Risk management or insurance reviews

Keep in mind that we don’t prepare taxes nor do any auditing. However, we are happy to work with your CPA who does those tasks.

* This information does not constitute advice in the area of legal, or tax advice. It is your responsibility to seek guidance and advice of your own legal and tax counsel.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.