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
Joseph Maller, CPA
Manager, Annex Tax Services
Alec Durand, JD
Estate Planning Attorney
Amy Kiiskila, JD, CFP®, CPA, CLU®
Director of Wealth Strategy
Mark Strey, CFP®, EA
Senior Wealth Strategist
Eric Strom, CFP®, EA
Director of Financial Planning
Tom Berkholtz, CFP®, EA, ECA
Senior Financial Planner, Team Lead
Jenny Jesse, CFP®, EA
Financial Planning Specialist
Liam McKinney, CFP®
Associate Wealth Strategist
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
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MoneyDo: Preparing For Taxes
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Get Started On Your Tax Plan