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High-Net-Worth Tax Planning in Austin

Reducing the impact of taxes across your financial plan.

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High-net-worth tax planning in Austin can be a complex and intimidating undertaking. However, with the right strategy and guidance, you can reduce the impact of taxes across your financial plan and create more stability and security for your future.

At Avidian Wealth Solutions, we provide comprehensive tax planning services for families and individuals with more than $1,000,000 in investable net worth. Our team of experienced CPAs, investment analysts, MBAs, and Certified Financial Planners™ work closely with your existing team of accountants or personal CPAs in Austin to help you navigate the complexities of tax codes with the goal of maximizing your deductions and credits while minimizing your tax liability.

We understand that every individual has unique needs when it comes to financial planning, so we utilize an innovative approach tailored to each client’s specific situation. To learn more about our tax planning services in Austin, TX, schedule a conversation with us today.


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Tax planning in Austin for business owners

Small business retirement accounts

Tax planning for small business retirement accounts is an important part of gaining financial security, as it can help businesses to maximize their deductions and credits while minimizing their tax liabilities.

We provide customized tax planning services specifically designed to meet the needs of high-net-worth business owners in Austin. Our team will work in partnership with your existing small business CPA in Austin to ensure that you are taking advantage of available deductions when it comes to setting up and investing in small business retirement plans.

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Maximize deductions and credits

For business owners, maximizing deductions and credits can be an effective way to reduce their tax liabilities. At Avidian Wealth Solutions, we understand the importance of minimizing taxes for small businesses and are dedicated to helping you take advantage of all the available tax savings opportunities.

  • Home office deductions
  • Section 179 deduction for equipment purchases
  • Hiring credits and other tax incentives
  • Education credits such as the American Opportunity Tax Credit
  • Self-employed retirement plans such as SEP IRAs and Solo 401Ks
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Tax planning in Austin for high-net-worth families

Strategic tax return review

Our advisors, including CPAs and Certified Financial Planners, can help you maximize your savings by carefully examining your tax returns. This is an integral part of our comprehensive approach to tax-related strategizing, as it can reveal a variety of ways to lower your federal income taxes*. We’ll collaborate with your personal CPAs in Austin (if applicable) to make sure you take full advantage of these financial opportunities.

*Learn more about federal income tax from local Austin income tax strategy planners.

Federal Tax forms

High-net-worth tax reduction strategies and smoothing

Avidian can create a tailored financial plan that takes into account a range of tax planning strategies for high-income earners, all of which could help you reduce the total amount going toward your taxes at the end of the year. These strategies may include contributions to retirement plans, HSA or 529 accounts, real estate investments, charitable donations, or other gifting options.

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Tax-efficient investment portfolios

Avidian can help you find the right balance of investments in regard to your tax burden with our tax planning and consulting services in Austin. Our RIA advisors in Austin can assess different types of investments and their respective tax advantages to determine which ones are most beneficial for you. These could include bonds, stocks, mutual funds, ETFs, annuities, real estate investment trusts (REITs).

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Short- and long-term capital gains management

In all areas of our financial planning including tax planning in Austin, Avidian offers conservative, time-tested strategies to help you navigate capital gains taxes. We can better inform your decision-making by providing answers to tough questions like: Does my investment qualify for the lower long-term capital gains tax rate? Is it better to sell now when the value of my investment is lower and so is the capital gains tax?

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Annual tax loss harvesting

Tax loss harvesting is a strategy for investment management in Austin that is used to offset capital gains with capital losses. When applicable, our advisors take an active approach to monitoring your portfolio, watching for any opportunities where strategies such as offsetting capital gains can improve the health of your portfolio.

Business owner looking at reports with employees

Tax planning in Austin for pre- and post-retirees

Tax-efficient retirement accounts

Avidian financial advisors are here to help you make the right decision when it comes to choosing a retirement account. Factors such as pre-tax vs. post-tax contributions and other individual circumstances will be taken into account when looking at options like traditional 401(k)s and IRAs, Roth IRAs, or Roth 401(k)s. Working with our experienced team will help you work towards getting the right retirement tax plan set up to protect your financial future and therefore your retirement planning.

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Charitable giving strategies

Our team of financial professionals can help you gain greater control and responsibility over where your money is spent through charitable giving strategies. Tax-deductible donations are a great way to reduce taxable income and our advisors will work with you to make sure these gifts and donations to qualified charities and organizations are properly documented for the appropriate tax savings. Donations do not have to be limited to cash as stocks and other investments can also be donated.

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Estate tax planning

Estate planning isn’t a stand-alone part of your financial plan. If you’re trying to safeguard your savings and assets for future generations, estate tax planning in Austin is a priority. Avidian can help you with strategies such as the creation of trusts, gift-giving, and utilizing marital deductions to minimize federal estate taxes, saving more of your wealth for those who matter most to you.

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Why partner with Avidian for your tax planning in Austin?

Avidian Wealth Solutions is a fiduciary financial firm offering high-net-worth wealth management in Austin. As a boutique family office*, our team acts in your best interest to provide you with the highest standard of care when it comes to your tax planning, offering guidance across each pillar of your financial plan.

As a multidisciplinary team of private wealth managers, we are able to leverage our extensive network of financial professionals to help identify opportunities for reducing taxes throughout all aspects of your life. We offer everything from tax-efficient investment portfolios to comprehensive tax strategies and solutions that align with your unique goals, helping you to legitimately reduce your overall tax obligations.

*Continue reading: What is a family office and what are the benefits of setting up a family office

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Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*