Tax Planning
Maximize Savings, Minimize Surprises
“The hardest thing in the world to understand is the income tax.”
– ALBERT EINSTEIN
Integrating Tax Planning Into Your Wealth Strategy
For most of us, the single biggest expense throughout our lifetime is income taxes. At Navigoe, our goal is to help minimize taxes over your lifetime. This can only be accomplished by deeply understanding your life’s goals. Tax planning is fully integrated into our comprehensive wealth management services.
Year-round tax planning
Tax-optimized portfolios
Coordinated income tax preparation and filing
Estate tax planning
Proactively work with your CPA in Redondo Beach (or anywhere) on tax strategies and preparation
Tax Preparation Versus Tax Planning
TAX PREPARATION
Tax preparation is the annual process of filing tax returns. It is a very precise, backward-looking process, accounting for what happened in the prior year. This is best performed by an accountant or CPA.
vs.
TAX PLANNING
Tax planning is a forward-looking process of doing everything within your legal rights to minimize taxes for your lifetime, and beyond. It is plagued by uncertainty.
Navigoe specializes in accounting for uncertainty and projecting solutions over a lifetime. We do proactive tax planning, then work with our strategic partner or your CPA in Redondo Beach (or anywhere) on tax preparation to ensure the strategy developed is properly implemented and reported.
Other Services
COMPREHENSIVE WEALTH MANAGEMENT
Live the best life possible by collaborating with us to design a strategy, implement those plans and monitor your progress.
INVESTMENT
CONSULTING
Protect and grow your wealth with a partner who carefully manages your portfolio, minimizes risk and maximizes returns.
ESTATE
PLANNING
Work with a partner who can help develop an estate plan that represents your financial legacy and continues your financial plan.
Take the Next Step in Your Financial Journey
Get in touch to tell us more about your plans and see if we are the right co-captain for you.