Income Tax Planning

As your wealth manager, Capstone considers the income tax impact of financial decisions or recommendations we make, taking practical measures available to lessen your tax burden.

We use an effective tax plan that accounts for your investments, income, business structures, retirement plan, charitable giving, estate planning and more, to create a financial plan that is tax efficient. We bring peace of mind with proactive tax consulting that effectively spots issues and opportunities, and we regularly work with tax lawyers and Certified Public Accountants to build a comprehensive and cohesive tax plan that meets both your short- and long-term financial goals. Our professional tax planning and preparation services employ a combination of tax management strategies that include:

  • Deferral – Planning the timing of income, deductions and payments to mitigate the impact of the AMT and ordinary taxes
  • Diversion – Diverting income to individuals or entities with lower marginal tax brackets
  • Conversion – Converting income into tax-free or tax-deferred status or capital gain income
  • Deductions – Maximizing deductions of allowable expenses against earned income