Tax Management Services at Mission Wealth
Explore comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.
Tax Management Services for High-Net-Worth Individuals
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 Private and Family Office clients.
Are you looking for objective tax advice that serves your best interests?
Our team has the experience and resources to help create a coordinated picture. Contact us today to receive a complimentary financial consultation and develop a plan that best aligns with your tax strategy needs.More About Our Tax Management Services
We realize that 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.
Diversify your portfolio by incorporating tax-efficient investment strategies.
Our tax and investment teams offer tax-efficient planning by utilizing strategies like tax-smart implementation and trading, tax-loss harvesting, and asset location. You may feel restricted because of a low-cost basis or employer-imposed restrictions.
Let us help you make the most of your concentrated stocks positions. We will coordinate with your tax advisor to minimize the tax impact of divesting over time. Solutions include custom option strategies, exchange funds, and writing index put/call spreads.
One solution, the Exchange Fund, allows investors with at least $5MM in net worth to transfer their highly appreciated concentrated stock position into a diversified S&P 500-like fund without triggering capital gains taxes. This allows our clients to diversify their portfolios in a tax-efficient manner.
We coordinate with your outside tax professionals and our in-house Wealth Strategy Group for additional tax savings strategies.
As the quarterback of your financial team, we will work with your established CPA relationships or tax accountant to identify opportunities to increase your pre-tax savings or reduce your overall tax burden.
These solutions may include utilizing donor-advised funds for charitable giving, gifting RMDs directly to charity (Qualified Charitable Distribution), or converting IRA assets to Roth during low-income tax years.
We help you discover possible cross-border tax optimization strategies.
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. Our multidisciplinary approach combines tax advisors, legal experts, financial planners, immigration specialists, and investment professionals, collaborating to tailor comprehensive strategies to our clients' unique needs.
We empower our clients and their families to expand their reach, maximize opportunities, and confidently navigate international frontiers.
We provide a powerful Tax Management Review* with complex scenario evaluations, including the tax impact of financial recommendations.
*Mission Wealth does not provide tax or legal advice. This review does not represent tax, accounting, or legal advice. Mission Wealth's comprehensive tax services are available to Private and Family Office clients.
Your Tax Questions Answered: FAQs About Our Tax Services
How can proactive tax planning benefit me?
Proactive tax planning ensures you take advantage of all available deductions, credits, and deferral strategies to minimize tax liability and maximize your long-term wealth.How do you approach cross-border tax issues?
We provide specialized guidance on international tax matters, helping you navigate the complexities of cross-border taxation to ensure compliance and optimize tax outcomes.How do you coordinate with my CPA?
We work directly with your CPA or tax professional, ensuring the seamless execution of tax-saving strategies that align with your financial plan.How often should I review my tax strategies?
Regular reviews, for our clients-at least annually, are recommended to adapt to any changes in tax laws or your personal financial situation, ensuring ongoing tax efficiency.​I am a satisfied client of Mission Wealth because of the excellent work that Julianna is doing in taking care of our financial resources. Not only does Julianna have high levels of financial expertise, but she is extremely thorough and pays intense attention to details.
As an example, in her prep for our meeting she noticed that my regular pension payment was missing from my 2021 tax return, an omission both the CPA and I had missed. We were able to quickly file an amended return before the extension deadline today thereby avoiding any penalties. Even more importantly, the income oriented strategy that she has overseen (with the help of Brian and others, of course) has played out very well in the current negative markets. At this point, I'm sure glad I chose Mission Wealth and Julianna to manage our wealth.
Mission Wealth’s Wealth Strategy Group: Expert Guidance for Life
For clients with complex financial needs, our Wealth Strategy Group brings together specialists in tax, estate planning, charitable giving and philanthropy, risk management and asset protection, and investment strategies to create a holistic and forward-thinking financial plan.
- Integrated Wealth Solutions: We coordinate tax strategies with estate and investment planning to ensure seamless financial management.
- Advanced Tax Mitigation Strategies: From charitable giving techniques to trust planning, we help you reduce tax burdens while aligning with your legacy goals.
- Custom Solutions for Family Offices: We offer specialized services tailored to multi-generational wealth, business succession planning, and philanthropic impact.
The result? A comprehensive, tax-efficient strategy designed to protect and grow your wealth for generations.
"My goal is to help our financial advisors and their clients with a holistic approach to tax strategy. Taxes can be a major expense for many of our clients, and I enjoy helping find solutions to minimize those taxes."
