Individual TaxFi Planning

Keep more of what you earn — and put it to work.

Your tax bill is shaped by where you’re taxed, how you invest, and how you save. We look at all three, build a strategy around your goals, and then help you implement it — so the savings are real, not theoretical.

Schedule a Call See what we cover

Your TaxFi plan Four areas, one strategy

Tax jurisdiction

Tax-advantaged investing

Retirement planning

Savings goals On track

01 Tax Jurisdiction

Where you’re taxed matters.

State and local taxes can take a significant share of your income, and the rules differ widely from place to place. We help determine whether you can shift all or some of your income to lower-tax jurisdictions — and what it would take to do it properly.

We look at where you live, where you work, and where your income is sourced, then lay out the options that actually fit your life.

02 Investing

Invest where the tax code rewards you.

The Internal Revenue Code incentivizes taxpayers to invest in certain sectors. We help you understand which of those incentives apply to you and how to use them as part of a sound investment plan.

Real Estate

Cost segregation analysis Identify parts of a property that can be depreciated faster, accelerating deductions into earlier years.

Section 1031 exchanges Defer capital gains when you sell investment property and reinvest in like-kind real estate.

Opportunity Zone investing Reinvest capital gains in designated communities for potential deferral and reduction of tax.

Oil & Gas

Energy investments Qualifying oil and gas investments can offer deductions for drilling costs and depletion that may offset other income.

Building the right mix

401(k)

SEP IRA

Traditional IRA

Roth IRA

Other vehicles

Illustrative only — your mix depends on your income, business and goals.

03 Retirement Planning

The right retirement vehicles, in the right combination.

What combination of 401(k), SEP, IRA, Roth IRA, and other retirement vehicles makes sense for you? We weigh tax savings today against tax-free growth later, factor in your business and income, and build a mix that fits.

04 Staying On Track

A plan for every milestone — and someone keeping you on course.

We help you stay on track to meet your savings goals for life events and retirement, checking in through the year and adjusting the plan as your life changes.

Buying a home

Education

Life events

Retirement

We don’t just hand you a strategy. We help you put it in place.

Let’s look at where you stand today and what an individual TaxFi plan could do for you.

Schedule a Call Call 1-888-268-5589