Newton's Third Law states, “For every action, there is an equal and opposite reaction.”

We have all heard that there are only two certainties in life: death and taxes. While neither topic is particularly pleasant to consider, they cannot be ignored. Our team and process ensures careful planning around both subjects. We will work with you, your family, and other trusted advisors to create efficient strategies around tax management, as well as to help ensure your legacy and values endure for future generations.

Our proactive approach and process to tax management is critical for success. Throughout your relationship with our team, we strive to always understand you and your family's objectives and evolving structure. In addition to this, we pay close attention to the ever-changing legislative landscape and will help you to understand how those changes coming out of Washington could potentially impact your plans moving forward. We then will modify our plans, along with your accountant and/or attorney, to help ensure your objectives continue to be met.

Examples of some of the tax and estate planning strategies we cover include:

  • Charitable Giving
  • Tax implications relating to executive compensation plans (e.g. stock options, restricted shares, non-qualified deferred compensation, 10b5-1, etc.
  • Review of your current estate plan (e.g. will, trust, medical directives, POA, etc.)
  • Strategies to reduce taxable income
  • Gifting
  • Withdrawal strategies in retirement
  • Year-end tax planning
  • Sale of a business
  • Stretch IRA planning
  • Trust Strategies
  • Donor Advised Funds
  • Social Security Taxation strategies

Steward Partners Investment Solutions, LLC (“Steward Partners”), its affiliates and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.