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Hall & Burns Wealth Management, LLC

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  3. Tax Planning

Tax Planning

Staying on top of changes in state, federal, corporate and other taxes is a massive undertaking.  However, at Hall & Burns Wealth Management we understand that taxes impact every aspect of your financial life.  We find that all too often people confuse tax preparation and tax planning.  Tax preparation deals with reporting numbers that have already happened on the relevant tax forms, whereas tax planning is an on-going process that looks at your current and anticipated circumstances to develop strategies to more tax efficiently arrange your affairs both now and in the future. 

Tax planning can be much more powerful, and today’s environment makes it even more important.  Our clients receive proactive advice on a wide variety of tax reduction strategies based on their individual circumstances and goals.  What do tax rates look like now, and what will they look like in the future?  Which account should take withdrawals from first?  How does your retirement income affect your Medicare premium? How is Social Security income taxed?  Should I exercise my stock options now or wait?  We can help you understand how your decisions today will impact your taxes now and in the future.  Remember, it’s not how much you make, it’s how much you get to keep.

Our Services

  • Investment Management
  • Wealth Planning
  • Executive Planning Services
  • Risk Management
  • Estate Planning
  • Tax Planning

Contact Us

Hall & Burns Wealth Management is committed to helping you create a better financial future with objective and customized financial advice.

If you are interested in learning more about working together and the services we provide, we encourage you to please contact us by either phone, completing the form below, or clicking on the “schedule introductory call” button. We look forward to serving you!

 

 

 

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Address

1001 Winstead Drive, Suite 275, Cary, NC 27513

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Phone
919-228-6300
 

Fax
919-228-6301
 

E-mail
dhall@hallburns.com

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