(877) 303-1533

Tax Planning Services From Malibu, CA

Tax planning, especially as part of retirement planning, involves evaluating how taxes impact every area of your financial life. The goal is to create a strategy that minimizes your tax liability and maximizes the amount of money you and your beneficiaries keep.

As I’ve written extensively in my book, I firmly believe tax rates are going to rise. With trillions in unfunded liabilities—both in Central California and across the U.S.—there seems to be no other way to cover those mounting obligations. And the problem continues to grow daily.

Reducing your tax liability is not just smart—it’s essential for long-term financial success. If you haven’t considered tax planning yet, now is the perfect time to start. Our tax planning services in Malibu, CA are designed to help you lower personal income tax using proven and effective strategies.

Inheritance Tax Planning

In some states, you may need to pay an inheritance tax when you receive assets from a deceased loved one. The amount you owe depends on several factors, including the value of the inheritance and your relationship to the person who passed.

Handling inheritance tax can be confusing and emotionally overwhelming—especially during a difficult time. Fortunately, with our inheritance tax planning services in Malibu, CA, you don’t have to go through it alone. Our team will walk you through each step, helping you make informed decisions with confidence and peace of mind.

Expert Tax Minimization Strategies From Malibu, CA

Many people assume they’ll be in a lower tax bracket during retirement. However, the truth is that you may end up in a higher one. At the same time, retirees often believe they’ll need less income. In reality, many need just as much—or more—due to rising costs and reduced deductions.

You’ll likely lose key tax breaks in retirement. If your mortgage is paid off, you lose that deduction. Your kids are grown, so exemptions tied to dependents are gone. And if you’re no longer contributing to a retirement account, that deduction disappears as well.

Adding to the challenge, the IRS requires you to start withdrawing from your 401(k) at age 72. These required minimum distributions (RMDs) are taxed as ordinary income, whether you need the money or not.

Without a proactive plan, you could find yourself paying more tax on less income in retirement. That’s why tax planning is so important—and why we’re here to help.

Our tax minimization specialists will help you identify potential tax liabilities and create a strategy that protects your wealth. With our guidance, you’ll keep more of what you’ve earned and enjoy greater financial security throughout retirement.

Get a FREE Assessment
1%

Of Every Tax Dollar

In 2017, 91% of every tax dollar went to pay for Medicare, Medicaid, Social Security and Interest on the National debt.

1%

Lost Half of Their Portfolios

80% of Americans lost half of their portfolios during the 2008 Market Crash

1%

Will Need Long Term Care

There is a 1 in 3 chance that you will need some kind of Long-Term Care after the age of 65

Peace of Mind

The experts at our headquarters near Los Angeles and Calabasas, CA, simplify the process and offer a personalized and transparent service that will allow you to see exactly how your money is working every step of the way. Our team recognizes the value of the relationships with our clients and aims to deliver tax planning services from Malibu, CA, that are personalized to your individual wants and needs. When you have a dedicated financial expert on your side, you’ll have the confidence and peace of mind that your financial future is safe and secure.

Read More

Financial Structure

During our planning process, we take into account your current earnings, savings, and investments and calculate how much money you can expect in your retirement.

Furthermore, we will show you how your finances will be affected in the future:

  • Tax increases
  • Rising living costs
  • Fluctuations in mortgage and insurance repayments
  • Under-funded investments
  • Reduced 401(k) contributions
  • Loss of employment

Long Term Security

Long-term financial strategies help prevent your retirement funds from drying up faster than you had planned. Knowledge will help you understand how long-term care can influence your finances with and without long-term planning. The solutions we provide are tailored to your own circumstances and financial capability.

Reach Out Today for Tax Planning Services From Malibu, CA

If you’re looking for a way to reduce personal income tax, our tax planning experts have your back! Additionally, our financial advisors can assist you with many other services, such as:

While our headquarters are located near Los Angeles and Calabasas, CA, you can call on our tax minimization experts in Central California and throughout the entire country. Should you have any questions about our tax planning services from Malibu, CA, feel free to reach out today for answers!

Free Online Courses, Videos, and Articles

Get a better understanding of your retirement options and financial tools available to you.

Menu