How We Help

Tax Planning and Coordination

Tax planning and coordination services designed to help minimize your tax liabilities and maximize the wealth available for your purpose.

Questions That Might Be On Your Mind

  • What strategies might exist to reduce my near-term tax liabilities?
  • Am I positioned to take advantage of a new tax law?
  • I’m probably just few years away from selling at least part of my business. Are there structural changes I should consider to try to reduce the income tax associated with a potential sale?
  • Is my business and personal debt structured most advantageously from a tax perspective?
  • I’m in the real estate business. Am I taking maximum advantage of the tax laws relative to real estate holdings and entities?

A major part of your financial picture, and an important cornerstone for your wealth to do what you want, is to help ensure there are no “surprises” when it comes to your taxes. As your financial life guide, your TFO team can help unburden you and your family from the collection, tracking, and storing of your tax documents and can help connect and coordinate these pieces with your overall investment strategy. No more having to call different firms to try to get them to understand where you’re going and the important pieces of your financial world. It’s all part of your well-coordinated wealth and purpose plan.


Aligning your wealth and goals with the correct tax strategies can feel like a puzzle. Our collaborative approach to understanding the purpose of your wealth helps us see how everything fits together.

Stephanie Smith-TremoulisFamily Wealth Strategist Get to know our teamarrow quote
Tax and Estate information is general in nature. TFO Wealth Partners, LLC is not engaged in the practice of law or accounting; always consult an attorney or tax professional regarding your specific legal or tax situation.
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