Tax Planning
The Annex Wealth Management Tax Planning Team understands that navigating tax strategies – before and through retirement – requires a thorough understanding of your circumstances, including your financial plan. We also incorporate key strategies like distribution planning, Roth conversions, and tax-loss harvesting into our tax planning that ultimately helps you navigate the complex world of taxes.
TAX PLANNING TEAM

Eric Strom, CFP®, EA
Director of Financial Planning

Alec Durand, JD
Estate Planning Attorney

Amy Kiiskila, JD, CFP®, CPA, CLU®
Director of Wealth Strategy

Brian Lamborne, JD, LLM
Senior Wealth Strategist

Mark Strey, CFP®, EA
Senior Wealth Strategist

Matt Kulakow, CPA
Manager of Tax Planning

Tom Berkholtz, CFP®, EA, ECA
Senior Financial Planner, Team Lead

Jenny Jesse, CFP®, EA
Senior Financial Planner

Jess Goodman
Tax Planning Associate
WHAT YOU GET
- Forward tax projections
- Stock options planning
- Net Unrealized Appreciation Strategies (Frank Duke Method)
- Roth conversion planning
- Year-long tax guidance
- Pro-forma 1040 tax projections
- Tax strategy scenario analysis
- Tax Planning coordinated with Tax Compliance
- Personal tax returns
- Trust returns
- Estate returns
- Business returns
* Tax preparation services, which incur a separate fee, are provided through our affiliate, Annex Tax Services, LLC
Featured Insights
MONEYDO
MoneyDo: Preparing For Taxes
ANNEX RADIO
The Advantages Of Taking Your RMD Early
Get Started On Your Tax Plan