Tax Planning & Wealth Management Strategies

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Tax Planning

Mission Wealth offers comprehensive tax management strategies to help defer, reduce, and better manage your taxes.

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Tax Planning
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Tax Planning with Mission Wealth means a coordinated, year-round strategy.

Tax Planning is the ongoing work of reducing your tax burden and coordinating tax decisions with the rest of your financial life, rather than addressing taxes once a year at filing time. It covers strategies like tax-loss harvesting, asset location, Roth conversion modeling, charitable giving coordination, and cross-border tax optimization for clients with international ties. It is for individuals and families whose taxes are one of their largest ongoing expenses, whether they already have a CPA they want to keep working with or are looking for more integrated, in-house support.

Because taxes touch nearly every financial decision, from how you invest to how you give and how you pass on wealth, having a team that treats tax planning as a proactive, year-round strategy can reduce what you owe and improve the outcomes of your broader financial plan.

We’re here to help when Tax Planning matters most.

Mission Wealth can help you explore the most cost-effective solutions to help cover a number of possibilities. We have no proprietary products to sell and no quotas to fill, so we offer independent, objective advice that serves your best interests. Our services go beyond basic tax filings. We integrate tax strategy into your overall financial plan, which enhances efficiency and protects your wealth for the long term.

Annual Tax Management Review

Your Wealth Advisor will coordinate a personalized meeting with our tax team to review your tax situation and uncover savings opportunities.

Proactive Tax Strategy Communication

We keep you informed of tax implications before you make financial decisions.

Seamless Collaboration with Your CPA

We work alongside your existing tax professional to ensure a unified strategy.

In-House CPA Support

Direct access to experienced CPAs for tax return reviews and strategic planning.

Roth Conversion Modeling

Evaluate potential Roth conversion benefits for tax-efficient retirement planning.

Cross-Border Tax Optimization

Help navigate international tax complexities to protect your wealth.

Tax Projections & Return Preparation

We provide accurate forecasts and compliance assistance. We also prepare most conventional individual tax returns involving wages reported on Forms W-2 and investment income reported on select Forms 1099 for Integrated Wealth, Private, and Family Office clients.

Tax Planning at Mission Wealth means comprehensive care.

Taxes may be one of your largest ongoing expenses, so our team uses tax reduction strategies and coordinates with your advisor and CPA on their implementation. Your wealth advisor will also manage your investment portfolio tax-efficiently, creating a more cohesive financial plan for the future.

Tax-Efficient Investment Strategies

Our team of investment advisors can facilitate planning by taking strategies like tax-smart implementation and trading, tax-loss harvesting, and asset location into account. You may feel restricted because of a large built-in gain position or concentrated stock position, but we can help evaluate ways to reduce tax drag while supporting broader portfolio goals.

Coordination with Tax Professionals

We coordinate with your outside tax professionals and our in-house Wealth Strategy Group for clients with established CPA relationships or tax accountants. This collaboration may include advanced funds for charitable giving, gifting through trusts, or converting IRA assets to Roth during low-income tax years.

Cross-Border Tax Optimization

U.S. taxation issues surrounding expats can be complicated. At Mission Wealth, we partner with a team of seasoned professionals with a deep understanding of cross-border planning to help clients navigate multi-jurisdiction tax considerations and optimize outcomes.

Powerful Tax Management Review

Through collaboration with your CPA or our in-house Wealth Strategy Group, we review your prior year’s tax return and discuss any significant changes expected to occur in your tax situation. This review can help uncover tax minimization strategies and work with your Wealth Advisor and tax team to implement them.

Every tax situation is unique. If you require a service not listed above, reach out—we’re here to help.