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?

Our Approach

Our goal is to always help our clients create and maintain the greatest amount of after-tax wealth. Meaning we aren’t focused on the lowest tax bill in a specific year, but rather the lowest cumulative tax bill throughout your lifetime. Helping you implement a long-term tax-reduction strategy is an integral role of Buckingham advisors and has far-reaching effects on your overall financial strategy.

How Buckingham Helps

Our Tax Planning Conversations

  1. Income Tax Analysis & Planning
  2. Tax Loss Harvesting

Additional Services

Tax Planning correlates with these other wealth management conversations.

Estate & Trust Planning

Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.

Investment Planning

Maximize the assets you’ve worked so hard to attain with data-driven investing strategies.

Charitable Giving

Support causes that align with your values while better positioning your financial future.

Related Articles

See our latest thoughts and insights on Tax Planning.

  • March 02, 2018

    New Tax Law, More Tax Questions for Financial Advisors

    Buckingham's Bill Morgan and Elliot Dole give Financial Planning magazine a look at the way tax planning fits into our comprehensive approach to wealth management.

    Read the article

  • April 18, 2018

    Shorting's Impact on Tax-Efficiency

    Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds.

    Read the article

  • October 05, 2020

    2020 Year-End Tax Planning

    The end of 2020 presents an opportunity to consider what may be done from an income tax perspective to make the best of a difficult year.

    Read the article