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Tax and financial planning advice for individuals and businesses

Quarterly and year-end planning to help you
protect your assets year-round

Tax and financial planning advice for individuals and businesses

Quarterly and year-end planning to help you
protect your assets year-round

Tax and Financial Planning Services

Taxes aren’t something you should only think about during tax season. Instead, they should be considered as part of your long-term financial plan. Tax planning is the proactive and strategic approach to reducing your tax burden to the greatest legal extent possible. Proper planning involves a holistic look at a client’s overall financial picture in order to maximize potential tax benefits and reduce total tax liability.

Tax code changes are implemented every year and those changes directly affect your income tax bracket, deductions, credits and your overall tax situation. KB Financial Planning helps minimize your tax burden through short-term and long-term tax planning strategies. Our goal is to help you optimize your current income while preserving your accumulated wealth.

Examples of planning strategies include:

  • Retirement plan set-up for businesses, and contribution and withdrawal planning

  • Tax loss harvesting and portfolio specific tax advice

  • Deduction bunching to allow for itemizing

  • Guidance concerning charitable giving, estate planning, asset sales, and more

Hourly planning meetings | $175

Virtual meetings include documented recommendations. Prorated to the half hour.

Prepaid planning package | $550

Includes four hour long planning meetings. Typically these are scheduled as 3 quarterly and one end-of-year planning meeting.