Strategic Tax Planning
Maximize Your Wealth by Minimizing Taxes
Holistic tax planning is an integral part of our comprehensive financial planning process as we employ advanced strategies to help maximize net returns and minimize taxes.
When you have worked hard to build your wealth, potentially protecting it from excessive taxes is essential. At Shepherd Financial Partners, our strategic tax planning services are designed to do just that. We employ a comprehensive approach to help improve your net returns by coordinating closely with CPAs and implementing advanced strategies like tax-loss harvesting, asset location optimization, and customized asset transition plans.
Proactive Tax Planning & Guidance
Whether you are a business owner looking for real estate considerations or tactical advice on stock options, a retiree managing RMDs and Medicare impacts, or a philanthropic individual interested in Donor-Advised Funds (DAFs) and charitable planning, our proactive tax planning approach helps confirm you are prepared to optimize your tax situation and pursue your financial goals with confidence.
We also understand that staying ahead of tax law changes is crucial for effective planning. Our team proactively monitors tax law changes to align your financial strategy with the latest regulations. Continuously analyzing potential impacts on your portfolio, retirement plans, and overall wealth management strategy, we help you adapt to new laws, minimizing tax liabilities and optimizing your financial outcomes.
Maximize your wealth with strategies to minimize taxes.
Office Location
1004 Main Street
Winchester, MA 01890
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Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.
Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093.
Past performance is not a guarantee of future results. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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