High-Net-Worth Tax Planning in Austin
Tax planning strategies designed to complement your broader wealth management goals
Questions surrounding how to reduce taxes for high-income earners can be complex and intimidating to undertake. However, thoughtful tax planning can help identify opportunities to manage the impact of taxes across your financial plan while considering your broader financial goals.”
Avidian Wealth Solutions offers tax planning in Austin as part of its broader wealth management approach. Our multidisciplinary team can help clients evaluate their tax circumstances and identify planning opportunities in coordination with their existing CPAs and other professional advisors.
Rather than treating taxes as an issue that only comes up when a return is prepared, we look at tax considerations throughout the year and within the context of your overall financial strategy.
Billion in client assets under
management*
Financial
professionals
Years
of success
*As of August 22, 2026. This number reflects Avidian’s regulatory assets under management (RAUM) as calculated consistently with the instructions to Form ADV Part 1A. Our firm updates this number quarterly to reflect AUM as of the most recent calendar quarter-end. The amount reported here may differ from the figure in our most recently filed Form ADV, which reports AUM as of December 31, 2025.
What exactly is tax planning?
Tax preparation generally involves gathering financial information, calculating tax liability, completing required forms, and filing a return. Tax planning takes a forward-looking approach, going beyond preparing and filing an annual tax return.
Tax planning typically involves evaluating your financial circumstances to identify:
- Current and potential tax liabilities
- Available deductions and credits
- Investment-related tax considerations
- Opportunities for tax deferral
- Capital gains and losses
- Retirement account strategies
- Charitable giving opportunities
- Business and corporate tax considerations
- Estate and gift tax considerations
- Other potential tax exposures and planning opportunities
Based on that evaluation, a tax planning strategy can be developed around opportunities that may improve tax efficiency while remaining consistent with your broader financial goals.
Avidian does not prepare or file clients’ tax returns. Instead, our advisors can provide tax planning guidance and work with a client’s existing CPA or accountant when appropriate.
How tax planning complements wealth management
Tax planning is most useful when it is considered alongside the rest of your financial strategy.
A decision that appears beneficial from an investment perspective, for example, may have different implications after considering taxes. Similarly, a retirement income strategy, charitable gift, business transaction, or wealth transfer may warrant a review of its potential tax consequences before implementation.
At Avidian, tax planning can complement several areas of wealth management.
Investment management and tax efficiency
Investment management decisions can create taxable income and capital gains. The tax characteristics of different investments, account types, and transactions can therefore be relevant when evaluating a portfolio.
Depending on your circumstances, planning may include evaluating asset location, capital gains and losses, tax-loss harvesting, charitable contributions of appreciated assets, and other strategies that may affect the tax efficiency of a portfolio.
Tax considerations are evaluated alongside investment objectives, risk tolerance, liquidity needs, and other portfolio considerations rather than treated as the sole basis for an investment decision.
Retirement planning and income taxes
Retirement can change how and when you pay taxes. Understanding how to plan for taxes in retirement can help you evaluate questions such as:
- Which accounts might be appropriate to draw from first?
- How could Roth conversions affect future tax liability?
- How might required minimum distributions affect taxable income?
- How could capital gains interact with other retirement income?
- How might charitable giving fit into a retirement income strategy?
Avidian can evaluate these considerations as part of a broader retirement planning relationship.
Estate and wealth transfer tax planning
Estate and wealth transfer decisions can have significant tax implications for high-net-worth families.
Depending on your circumstances, planning may involve evaluating gifting strategies, trusts, charitable giving, beneficiary designations, and other wealth transfer considerations.
Avidian can offer tax-related guidance as part of a broader wealth management relationship and, when appropriate, collaborate with your estate planning attorney and CPA. Legal and tax-return preparation remain the responsibility of qualified professionals in those fields.
Business and corporate tax planning
Business owners may face tax considerations at both the business and personal levels.
Business structure, compensation, retirement plans, equipment purchases, charitable giving, a potential business sale, and other decisions can affect taxable income and the owner’s broader financial strategy.
Avidian can work with business owners and their existing tax professionals to evaluate tax considerations alongside business and personal wealth planning. Its business tax planning services are designed to address planning opportunities beyond the annual tax filing process.
Charitable giving
For high-net-worth families who give significant amounts to charity, tax planning can help evaluate how charitable goals fit within the broader wealth strategy.
Depending on your circumstances, this could include considering whether to give cash, appreciated securities, or other assets, as well as evaluating charitable vehicles and the timing of contributions.
The appropriate strategy depends on your circumstances, charitable objectives, and applicable tax rules.
Tax planning for high-net-worth families and business owners in Austin
We believe tax planning shouldn’t operate independently from the rest of your financial plan.
Whether you own a closely held business, maintain concentrated investment positions, receive equity compensation, own multiple properties, contribute substantially to charitable organizations, or anticipate transferring significant assets to the next generation — each of these circumstances can create different tax considerations.
Avidian’s multidisciplinary team includes CPAs, Certified Financial Planners™, investment professionals, and other specialists who can contribute different perspectives to a client’s broader wealth strategy. Avidian can also work with a client’s existing CPA or accountant when appropriate.
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Why work with Avidian for tax planning in Austin?
Avidian is a fiduciary wealth management firm offering tax planning as part of its broader advisory services for high-net-worth individuals, families, business owners, and executives. Clients may benefit from:
- A multidisciplinary team of financial professionals
- Tax planning integrated with wealth management
- Coordination with existing CPAs and accountants
- Tax-aware investment management
- Retirement and income tax planning
- Business and corporate tax considerations
- Estate and wealth transfer tax considerations
- A boutique family office approach
The right tax strategy depends on your individual circumstances. Avidian’s role is to help evaluate potential opportunities and coordinate tax considerations with the rest of your financial strategy. Meet the team.
Tax planning in Austin — FAQ
What is the difference between tax planning and tax preparation?
Tax preparation focuses primarily on completing and filing a tax return based on your financial activity during the applicable tax year. Tax planning is forward-looking. It involves evaluating your current and anticipated financial circumstances, identifying potential tax liabilities and opportunities, and developing strategies designed to improve tax efficiency.
At what point should I get a tax advisor?
You don’t necessarily need to wait until tax season. Tax advice can be particularly valuable before a major financial event, such as selling a business, exercising significant equity compensation, realizing a large capital gain, retiring, receiving an inheritance, making substantial charitable gifts, or transferring wealth to family members.
For high-net-worth individuals, ongoing tax planning may be useful because tax considerations can affect many decisions throughout the year.
Do financial advisors help with tax planning?
Some do, although the scope of their services varies. Financial advisors may incorporate tax considerations into investment management and financial planning, while CPAs and other tax professionals may provide tax preparation and specialized tax advice.
Avidian’s financial professionals can provide tax planning guidance as part of its wealth management services and can work with a client’s existing CPA or accountant when appropriate. Avidian does not file clients’ tax returns.
Does Avidian prepare tax returns?
No. Avidian’s tax planning services focus on evaluating tax considerations and planning opportunities rather than preparing and filing tax returns. Where appropriate, Avidian can coordinate with a client’s existing CPA or accountant.
Can tax planning reduce my tax liability?
Tax planning may identify legal strategies that could reduce, defer, or otherwise affect your tax liability. However, results depend on your individual circumstances, applicable tax laws, and the strategies implemented. No particular tax outcome can be guaranteed.
Disclosure: This material is provided for informational purposes only and is not intended as individualized investment, tax, or legal advice. Tax laws and regulations are complex and subject to change, and the applicability of any tax-planning strategy depends on individual circumstances. Avidian Wealth Solutions does not prepare or file tax returns or provide legal services. Clients should consult with qualified tax and legal professionals regarding their specific circumstances. Avidian may coordinate with a client’s existing tax and legal professionals as part of its broader wealth management services. No tax strategy or outcome is guaranteed.
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