It’s true, there are tax implications to nearly every financial decision we make. But that doesn’t mean you should let tax considerations steer you off course. Strategies to mitigate your tax liability are often most effective when implemented before a taxable event occurs. Our ongoing partnership with clients helps us identify potential tax considerations – and opportunities – along the way. Our tax planning strategies are designed to complement and reinforce your overall financial blueprint. While our approach centers around preserving and growing your wealth, we are not taxation specialists or accountants. As such, we may partner with your tax advisor on complex planning activities. Tax Planning Services
Roth IRA conversion analysis
Tax implications of exercising and liquidating stock options and equity compensation such as ISOs, NQSOs, and RSUs
Charitable giving
Strategies to reduce taxable income
Tax-efficient investments
Inheritance
Diversification benefits of tax-deferred and taxable assets
IRA distribution planning
Sale of a business
Withdrawal strategies in retirement
Tax planning before Required Minimum Distributions
Taxation of Social Security benefits
Year-end tax planning
Business owners looking to start a retirement plan such as a SEP IRA, Solo 401(k), or Traditional 401(k)
Floyd Financial Services does not provide tax and/or legal advice. Certain circumstances may require us to coordinate with your qualified tax and/or legal advisor.