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Tax Planning Strategies

Tax savings strategies designed for high-income earners.

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Avidian Wealth Solutions offers a comprehensive range of tax planning strategies for high-income earners that look to maximize their returns and reduce their tax burden. Our experienced team of financial professionals is committed to providing personalized solutions tailored to each individual client’s needs and financial goals, we can work with your existing team of accountants to explore available opportunities for reducing your tax liability.

Our tax planning strategies encompass a wide range of areas, including optimizing deductions and credits, asset management and investment strategies, retirement planning, estate planning, and more — all selected with your bigger financial picture in mind.

At Avidian, we understand the complexities of the tax code and can help you identify options that will best reduce your tax liability. While we have physical locations offering tax planning in Houston and Austin, we can serve you wherever you’re located. Schedule a conversation with us today to learn more about how we can help you efficiently and effectively manage your tax liability.

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What is strategic tax planning?

Strategic tax planning is the process of using both legal and accounting tax reduction strategies to effectively manage your taxes. Depending on your income and personal financial goals, there are a variety of tax savings strategies available for you to use to reduce the amount of taxes due each year. These could include:

  • Reviewing your current tax situation and identifying opportunities for savings
  • Developing creative strategies to minimize tax liabilities
  • Optimizing investments and deductions to your advantage
  • Exploring options for deferring tax payments or setting up installment plans
  • Utilizing tax loss harvesting to offset capital gains tax*
  • Advising on investment strategies that can reduce your taxable income
  • Creating a long-term financial plan to help you meet future goals

By taking the time to understand your unique circumstances and utilizing our expertise, our team at Avidian can examine your income, deductions, financial goals, investments, and various other factors to identify areas where you can try to reduce your tax liability.

*Continue reading: What is the capital gains tax in Texas?

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Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.

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Who can benefit from Avidian’s tax planning services?

Tax strategies for individuals

At Avidian Wealth Solutions, we understand that high-net-worth individuals and families have complex tax situations. Our team will work with you to identify income tax strategies that look to minimize your tax liabilities through a variety of strategies, including:

  • Charitable Giving: Charitable donations can be an effective way to reduce your taxable income while supporting the causes that matter to you.
  • Retirement Planning: Contributing to retirement accounts such as 401(k)s and IRAs can help you reduce your taxable income while building your nest egg for the future.
  • Estate Planning: Proper estate planning can help you minimize your estate tax liabilities while helping to ensure that your assets are distributed according to your wishes.
  • Education Funding: Taking advantage of education savings plans and their tax incentives, such as 529 Texas tax deductions, can help you reduce the amount of taxes due each year while building a fund for your children’s future.

No matter what your financial goals are, we can help you explore available options to maximize your tax return and reduce your overall tax liability.

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Tax strategies for businesses

In addition to offering tax strategies for individuals, Avidian Wealth Solutions also offers comprehensive tax planning services for business owners. Our team can work with your business to identify opportunities for tax savings, including:

  • Depreciation Strategies: We can help you take advantage of depreciation deductions to reduce your tax liabilities.
  • Entity Structuring: Choosing the right business entity can significantly impact your tax liabilities. Our team can help you determine the best structure for your business.
  • Employee Benefit Plans: Offering employee benefit plans can provide tax savings for your business and employees.
  • Research & Development Tax Credits: Our team can help you identify and take advantage of available research and development tax credits for implementing new technologies and practices.

By taking the time to review your business’s unique circumstances and goals, our team can work to develop comprehensive strategies that aim to help you optimize your taxes and maximize your return on investments.

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Tax strategies for retirees

Both pre- and post-retirees face complex tax considerations when considering their retirement tax planning. Our team at Avidian can help you make the most of your retirement savings by exploring a variety of tax strategies, such as:

  • Roth Conversions: Converting your traditional IRA to a Roth IRA can help you minimize the amount of taxes you owe in retirement.
  • Tax-Efficient Withdrawals: Taking advantage of tax-free withdrawals from certain accounts can help you reduce the amount of taxes due each year.
  • Required Minimum Distributions: Properly planning for required minimum distributions (RMDs) can help you minimize your taxable income.

Retirement tax planning requires specialized expertise. As such, Avidian is committed to providing you with the tailored tax planning services you need to make well-informed decisions about your retirement finances, so that you can live out your golden years the way you were meant to.

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Tax strategies for foundations and endowments

Avidian Wealth Solutions delivers strategic guidance aimed at enhancing your donor’s tax efficiency and ensuring IRS compliance, stewarding your organization into its future. As part of our fiduciary partnership and financial planning services, we equip endowments, foundation boards, and management teams with detailed educational resources — helping to deepen their understanding of investment practices and fiscal intricacies to empower informed strategic decision-making.

Furthermore, we explain various tax planning approaches linked to donation options, concentrating on showing prospective donors how utilizing appreciated securities or donor-advised funds can leverage their contributions, along with optimizing tax advantages for endowments and private family foundations.

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