Tax Planning
Traditions Wealth and Legacy Planning partners with an on-demand digital tax preparation service. The easy-to-use technology connects individuals with tax professionals making the filing of tax returns simple, fast, and reliable. No appointments, paper documents or complicated tax software required. We will work directly with your assigned tax professional and submit documents and answer questions on your behalf.
PROACTIVE TAX PLANNING
WITH THE GUIDANCE OF YOUR CPA OR
OUR HIRED THIRD-PARTY TAX PROFESSIONAL
• Tax-Efficient Investment Strategies
• Tax loss harvesting
• Tax bracket guidance and management
• Tax Planning for Restricted Stock Units, Grants, and Stock Options
• Guidance and Review of Investment cost basis
• Estimated tax impact of a potential sale
OTHER SERVICES
Investments & Insurance
We make sure every investment or insurance solution aligns with our clients’ goals, priorities, principles, and values.
Retirement & Financial Independence Planning
A continuous process that works towards creating and sustaining wealth for multiple lifetimes.
Family Legacy Planning
At Traditions, we believe legacy is about more than financial assets, it also includes the values, principles, memories, and life lessons a person leaves behind.
Trust & Estate Planning
We know estate planning can be confusing and hard to talk about. That is why we integrate estate planning into everything we do.
Tax Planning
We will work directly with your assigned tax professional and submit documents and answer questions on your behalf.
Business Owner Services
A business can create substantial wealth, and take care of your family for multiple generations. We seek to help business owners enjoy those rewards.
Tax Planning Resources
Expand your knowledge. Find articles and resources related to taxes here.
Visit our Resource Center for additional information and topics.
Create a Plan for Death and Taxes
I recently talked about the importance of Tax Planning on The Daily Flash, a nationally syndicated morning TV show (See below to watch the...
A Family Enterprise Approach to Generational Wealth
The goal and purpose of Traditions Wealth and Legacy Planning is to help families sustain wealth for multiple generations. According to research:...
Lemar Williams Recognized as a 2022 Top 50 Under 50 Financial Services Professional
We’re proud to share that Lemar Williams, Founder & President of Traditions Wealth & Legacy Planning, was recognized by the Association...