Tax Planning
Tax Planning
Originally founded by CPAs, Buckingham has always put effective tax planning at the heart of our wealth management experience. And for good reason. Taxes, if not thought about strategically, can be one of the quickest ways to erode the gains from an otherwise solid financial plan. Effective tax planning is one of the most important ways to increase the chances of meeting your broader life goals, as taxes touch almost every element of wealth management – from investment strategies, to planning for your retirement and legacy.
What you may be thinking:
-
Are my retirement accounts as tax efficient as possible?
-
How can I minimize the effect of taxes on my estate plan?
-
How can I best marry the tax benefits I receive with my charitable giving?
-
Am I paying more in taxes than I should be?
Let us come to you
Sign up to receive insights and answers to your biggest financial concerns – directly to your inbox.
Keep exploring how
we can help.
Take 15 minutes to share what keeps you up at night with one of our brightest wealth advisors. We don’t have a sales pitch, we’re just here to listen. No strings attached. We’ll share answers to your worrisome questions to help ease your mind. A better night’s sleep is sure to follow.
Net Worth Development
Can a better wealth strategy help my day-to-day and my long-term financial life?
Learn more →
Retirement Planning
Am I following the right path to achieve my retirement timing and goals?
Learn more →
Estate & Trust Planning
Can I better care for my family and the causes and charities I care about?
Learn more →
Investment Planning
Can my investments work harder to meet my needs and goals?
Learn more →
Tax Planning
Can I save more in taxes? How can I keep more of what I earn and invest?
Learn more →
Education Planning
Can I afford the education I want for my family?
Learn more →