Tax planning is the process by which we develop your tax strategies to fit your financial goals. Depending on your complexity, we’ll have two to four dedicated tax planning sessions, where we will review your historical tax obligations, develop our new priorities, and verify compliance throughout the year. Typical tax planning reviews your overall wealth management strategies, payroll setups, and asset locations. More elaborate tax planning can include 1031 Exchanges, cryptocurrency compliance, and income location. Tax strategies are ever evolving, as your income grows your need to reduce the tax burden increases, requiring new and aggressive strategies.