Broker Check

Personal & Business Tax Planning

Personal Tax Planning

Taxes are the biggest drag on most clients' portfolios, either now or in retirement, or sometimes both. Fortunately, there are many strategies and tax-advantaged vehicles available to help minimize this tax burden.

At Guideline, we take a proactive approach to tax planning. We work to balance your "tax triangle," which means we work diligently to minimize the taxes you pay on your current income, the taxes you pay while accumulating wealth, and the taxes you pay when taking income during retirement or when passing assets on to the next generation. Properly balancing the tax now/tax later/tax never approach can provide a massive boost to your wealth accumulation and preservation goals.

Business Tax Planning

Proper business tax planning involves choosing the right business structure or structures to achieve business goals. Beyond structure, there are also decisions to be made on how to take income from the business. Qualified and and non-qualified planning strategies should be considered to maximize tax efficiency. Financially, there are significant tax planning opportunities upon the disposition of a business, whether through a sale or passing it on to the next generation. We provide access to tax specialists with the expertise to help make the best decisions for your business.