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Tax Planning

Maximizing and fortifying your legacy

Maximizing and fortifying your legacy

Preserving and growing your wealth requires having the right tax strategies in place. It’s a critical component of wealth management that can not be overlooked. Each individual, family, and business has unique tax situations that require customized planning and action. At Verus Financial, we have experienced in-house tax professionals who are able to collaborate with other experts to ensure your total wealth is optimized.

What is Tax Planning

Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to mitigate the amount of tax paid today and in the future.

Why do you need tax planning?

“Taxation is one of the biggest determents to building wealth.”

There are few things in life that are certain, but taxes are one of them. In order to maximize your wealth and achieve your desired goals, its imperative that tax planning strategies are analyzed and put into action. Without proper tax planning your life goals could be place in jeopardy.

How we can help

At Verus Financial, we believe tax planning is a critical component of your Total Wealth Plan. Lowering your taxable investment income, maximizing tax-deferred savings, controlling capital gains tax, and ensuring tax efficient transfer of wealth to heirs or charity are some of the main priorities for us. We aim to help maximize your net after-tax rate of return. Our disciplined and adaptable tax planning process helps to alleviate tax burdens today, but more importantly, how to plan for future tax events.

Our Process

A challenging element of tax planning is the predicament that current tax laws and strategies in place today may not be the same in the future. Our process is built to adapt to changes in your life and changes in tax regimes.

  • Utilization of our Unified Managed Household (UMH) platform:
    • By managing all of your accounts and assets in a coordinated manner, our custom UMH platform can help to minimize tax liabilities and optimize portfolio performance. This can help to maximize your after-tax returns, potentially increasing your overall wealth.
  • Comprehensive Yearly Planning:
    • Every investment and transaction has tax implications. This why we go beyond tax season. We take a full holistic view throughout the calendar year or fiscal year to ensure your wealth is has full tax efficiency.
  • Expert Collaboration:
    • Taxes are complex; this requires many expert opinions. Through our team-based approach we not only utilize our inhouse experts, but also we collaborate with your accountant. We ensure that all experts work together to bring about the most tax efficient ideas and strategies for you.
  • Build Towards the Future:
    • Understanding your current tax predicament is important, but understanding the future impact is critical. From wealth transfer to estates and gifting, we work with you to understand your desires and try to planning the most efficient tax strategy to get you there.

To get the most out of your hard-earned wealth and to protect your future dreams, the right tax planning is crucial. We have the knowledge and expertise to help guide you, your family, and business through the everchanging tax landscape.

Contact us today to learn more about how we can implement a tax strategy for you.

Let us help you create the life you’ve earned. We have the expertise required to navigate life’s trickiest transitions and create enduring family legacies for generations to come.

From personalized investment portfolios to in-depth financial planning to nurturing your business transition; we provide the expert advice and holistic wealth management you need to feel confident in your family’s future.