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Tax Planning Strategies

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We Can Help You Plan for Tax-Filing Season

If you’re like most people, you’re probably wondering how you can reduce your tax liability. To ensure you are up to date on the latest strategies that may affect you, consider Sequoia’s Tax Planning services. This is available to clients of Sequoia as well as a standalone service.

How the Process Works

Every income-earning citizen is responsible for paying taxes. Our government relies on taxes to provide a variety of valuable services. But, there are ways to reduce your tax liabilities so you can hang onto more of the money you’ve worked so hard to earn. Tax planning services can include tax education, projections, and providing our clients information and guidance on settled tax laws, and how this may be applicable to your specific situation. Tax planning also includes a review of your current tax returns as well as projecting the impact of potential tax strategies. We can help by reviewing:

  • Tax return reviews
  • Rother Conversions/Back-Door Roth IRAs
  • Roth IRA vs Traditional IRA
  • CGA | QCD | QLAC | DAF
  • Tax-loss trading and tax-sensitive investing
  • Capital gain harvesting
  • HSAs
  • Municipal Bonds
  • Distributuion planning

Contact Us Today

If you’d like to learn more about tax planning, we’d love to chat with you. Contact us today for more information.

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