Tax Reduction Planning
At Chatterton & Associates, tax planning is not treated as a separate service from our wealth planning – it is thoughtfully integrated into your retirement, investment, and estate planning strategies. By bringing these disciplines together under one roof, we can take a more comprehensive view of your financial life and identify opportunities that might otherwise be overlooked.
When your Enrolled Agent or CPA works directly alongside your financial advisory team, collaboration happens in real time. This coordinated approach allows our professionals to align strategies designed to help reduce unnecessary tax exposure, improve long-term efficiency, and maximize opportunities for wealth accumulation and thoughtful transfer planning. The result is a more unified strategy focused on strengthening your overall financial well-being today while preparing for the future you envision.
Tax Reduction and Projection Strategy Meetings
A well-thought-out tax plan is one in which projections are made years in advance, then followed up with year-by-year updates, so we have the chance to discover problems or opportunities before it is too late. This allows you to save money by minimizing your tax burden.
What is a Tax Projection?
A tax projection is an essential part of comprehensive tax and wealth planning. Our tax professionals evaluate multiple scenarios to determine which strategies may be most beneficial for your unique financial situation. These projections are then reviewed alongside your financial advisor, allowing our team to align tax insights with investment and retirement planning decisions — helping ensure your overall strategy works together efficiently to support long-term growth and tax-aware wealth management.
Tax Planning Benefits Your Financial Goals
Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
Annual review of your tax situation and planning to incorporate any new tax law changes
Recommendations of tax solutions including tax advantaged investments
Staying up-to-date on and presenting new tax laws that can affect your situation
Advice on Roth IRA Conversions
Harvesting losses to offset capital gains
Anitha Graves
Client Account Manager
Eric Oh
Financial Planner, CFP®, ChFC®, ChSNC®
Kristine Ornelas
Senior Client Relations Manager
Preserve and Grow Your Wealth by Planning Ahead!
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