Tax Planning Houston

Tax Planning

Minimizing tax liabilities and maximizing wealth requires more than an understanding of complex and ever-changing tax laws. At Financial Advisor Houston, our seasoned advisors complement their knowledge and judgment with the full depth and range of our wealth management and investment management experience.

We coordinate income tax planning with investment strategies, analyze alternative tax reduction opportunities, and provide withholding and estimated tax payment advice. Multi-year analyses of prior returns and a holistic view of income, assets and investments inform our approach to current tax challenges and tax planning for retirement. This is part of what makes our tax planning Houston services so beneficial.

Our informed strategies may help reduce taxes on current investment income and minimize future income tax obligations. With our tax planning Houston services, you will be informed of all potential strategies.

We work with our clients’ tax advisors to make sure that the investment plan, saving strategies, and long-term planning that we help them with are coordinated with their tax plan.  Tax planning usually has the goal of minimizing tax liability, whether that be income tax, capital gain tax, gift and/or estate tax. This is part of what makes our tax planning Houston services so beneficial.

Tax Planner Houston

Strategies that we help clients understand and implement include:

  • Reducing taxable income through income deferral
  • Roth contributions and conversions
  • Deduction planning
  • Investment tax planning
  • Year-end planning strategies
  • The treatment of wash sales
  • Tax-exempt investments
  • Realizing gains and losses
  • 1031 exchanges
  • Qualified dividends
  • Option strategies
  • Tax-deferred investing
  • Passive income and losses
  • Mutual fund taxation


This process requires year-round planning, and it begins with an in-depth understanding of the tax implications of various strategies and working with a tax professional to chart the best course for our clients.

Tax planning considers the implications of individual, investment, and business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made based solely on their taxable impact, we are always cognizant of the income, capital gains, estate, and business tax issues involved in any situation. If you are looking for tax planning Houston services, contact us today!

Attention to taxes often influences the timing of investment purchases and sales and can have a great influence on estate planning. We undertake gift and estate tax planning, life event planning, business tax planning, income tax planning, and investment tax planning. The taxable consequences of any action we take are carefully weighed. This is part of what makes our tax planning Houston services so beneficial.