What is Tax Planning?


Tax planning refers to our review of your tax return to identify potential planning oppor-tunities – both now and in the future – to keep your lifetime tax liability as low as possible. This is different than tax preparation (usually done by your CPA, EA or an online service like TurboTax), which is focused on keeping you compliant with what the government thinks you owe each year.

Why is Tax Planning Important?


Taxes touch every part of your financial life. Your tax return is a financial fingerprint: it’s completely unique to you, complete with valuable clues and information, all of which is buried in dozens of pages and hundreds of numbers. Understanding your return equips us to have more valuable and actionable conversations with you. Additionally, we can demystify the world of income taxes and help you understand this important piece of your financial picture.

Who is Tax Planning for?


Everyone! Regardless of your income sources or filing status, nearly anyone who pays income taxes can benefit from having a professional review of your tax return to identify relevant planning opportunities. At worst, we’ll review your return and conclude you are currently maximizing every available tax saving opportunity. That’s great “peace of mind” news. Alternatively – and more frequently – we’ll identify a handful of tax saving opportuni-ties, both in the current year and in future years.

What Kind of Opportunities Might be Identified?


We will evaluate a number of opportunities during tax planning, including topics like most tax efficient retirement vehicles, charitable giving strategies, realizing capital gains, Roth IRA conversions, tax credit eligibility, and more. We can run projections to see how poten-tial changes (e.g., filing status, dependents, the sale of a business, stock option exercises, etc.) may impact your upcoming tax liability.

What Do We Need From You?


An electronic PDF copy of your most recent tax return, including all schedules. That’s it. Only sent to us using encryption or we can provide a secured link, we will take it from there.

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About Asset Strategy

We are an independent consulting & investment advisory firm that was created to service the unique needs of our clients. For over 30 years, the Asset Strategy network of companies has been providing impartial investment and risk management services to help ensure financial wellness to a wide array of investors. Asset Strategy assists clients with managing the risk and responsibility of investment programs and helping individuals achieve successful financial outcomes. As fiduciaries our relationships are built on the bedrock of trust and confidence that are backed up with a legal responsibility to always put our client’s interests above all else.

Our mission is to help our clients achieve the desired financial and lifestyle goals they have been diligently working towards. As your trusted financial partner, we remain steadfast in our commitment to you and utilize all of our vast resources and experience to help you achieve your goals.

To view a copy of our Customer Relationship Summary (CRS), please Click Here

DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years; or have an active Series 7, Series 82, or Series 65. Individuals holding a Series 66 do not fall under this definition) and accredited entities only.  If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.

There are material risks associated with investing in real estate securities including illiquidity, general market conditions, interest rate risks, financing risks, potential adverse tax consequences, general economic risks, development risks, and potential loss of the entire investment principal.

Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor.

Advisory services offered through Asset Strategy Advisors, LLC (ASA). Securities offered through representatives licensed with either Concorde Investment Services, LLC (CIS), member FINRA/SIPC,  member of  FINRA. Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

There is no guarantee investment plans will meet its objectives.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Asset Strategy at info@assetstrategy.com. 





















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