Tax Planning

Tax Planning

Advising on how taxes impact our clients’ wealth is one of the cornerstones of what we do. Taxes can be a major factor that affects the strength of a proper wealth management strategy. The tax code is complicated. Understanding how it affects our clients’ short and long-term goals and making it work for our clients is vital.

  • Tax review
  • Concerned about capital gains tax on investments
  • Tax-exempt/tax-deferred interest
  • Roth IRA/401K verses traditional IRA/401K
  • Tax credits
  • Diversifying highly concentrated investment positions with a low-cost basis
  • Social Security taxes?
  • Other tax reduction strategies
  • Possible tax bracket changes in retirement?
  • Using your business to minimize personal income taxes

Go To StrategIQ Tax & Business Services

Strategic Financial Group, LLC (‘SFG’) and StrategIQ Tax and Business Services, LLC (‘STBS’) are affiliated entities under common ownership of Strategic Financial Group Holdings, LLC (‘SFGH’).  SFGH and all companies in which SFGH holds, directly or indirectly, any ownership stake sometimes are referred to by such affiliated company group’s trade name ‘IQ Companies’.  STBS is referred to sometimes as STBS or as its trade name StrategIQ Tax and Business.

The services mentioned in the above title are provided solely by SFG, a Registered Investment Adviser (RIA) registered at the federal level in the United States with the Securities and Exchange Commission (‘SEC’). Some clients of SFG choose to become clients of STBS to receive accounting and tax support services from STBS. 

Neither SFG nor STBS, nor any of the other IQ Companies, provides legal services or is a law firm. No member, officer or employee of any IQ Companies that is a lawyer provides any legal services to any clients of SFG or STBS through any IQ Companies and no services to any clients of SFG or STBS provided by any such member, officer or employee of any IQ Companies that is a lawyer are, or shall be deemed, legal services of any type whatsoever by any IQ Companies. 
In the event that a client of SFG or STBS is or becomes a client of, or receives legal services from, any lawyer who serves as a member, officer or employee of any IQ Companies, whether directly or through such lawyer’s law firm, (for example, in connection with a sale or reorganization of such client’s business or in connection with trust or estate related matters of such client,) all IQ Companies hereby disclaim any involvement in any legal services to any such client.