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Tax Planning

Smart Tax Strategies to help you keep more of what is yours

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Minimize Taxes to help maximize potential return

Taxes can erode your returns quickly. At Perissos your wealth manager works with your CPA or one of our professional tax partners to ensure you only pay what is required in taxes.

Tax planning is more than just tax preparation. We work with professional tax planners to identify possible tax savings strategies for clients.  

We work with you to help fulfill your legacy planning wishes. 

Our investment and tax planning team is consistently conducting due diligence on tax savings investment strategies. 

Proactive Tax Strategies

Tax laws are complicated and perpetually moving targets. That’s why every decision we make on your behalf takes into consideration any potential tax implications. We integrate custom tax guidance with your overall wealth management and financial planning strategies. This approach helps ensure all aspects of your financial life are working together to help you make the most of your wealth.

 

Experience You Can Trust

You’ll work directly with an experienced tax director who has an in-depth understanding of both your tax situation and overall financial picture. Your tax advisor coordinates all required annual tax filings while also planning for future tax years and anticipated changes to your income. 

More About Us

The Pros and Cons of naming a CRUT or CRAT as the beneficiary of your IRA upon both spouses death

May 15, 2024

Naming a Charitable Remainder Unitrust (CRUT) or Charitable Remainder Annuity Trust (CRAT) as your IRA beneficiary offers significant tax benefits, supporting charities while providing income to beneficiaries. However, it involves asset loss control and complex setup, possibly conflicting with traditional inheritance goals. Consultation with professionals is advised for alignment with financial strategies.

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The benefits of Qualified Charitable Distributions from IRA

May 14, 2024

Qualified Charitable Distributions (QCDs) from IRAs allow individuals 70.5 years or older to donate up to $100,000 tax-free directly to charities, providing financial and philanthropic benefits. This strategy satisfies Required Minimum Distributions, reduces taxable income, and potentially avoids Medicare surcharges, helping retirees optimize their financial planning and philanthropic impact. Tax laws are complex; consulting professionals is advised.

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How using a 1031 Exchange into a Private Real Estate Fund when selling Rental Property can save you taxes.

May 11, 2024

A 1031 Exchange into a Private Real Estate Fund allows investors to defer capital gains taxes from the sale of rental properties by reinvesting in like-kind properties or funds. This strategy, under Section 1031 of the U.S. Internal Revenue Code, aids in tax savings, offers portfolio diversification, and enhances potential income. By putting proceeds into professionally managed funds, investors can mitigate risks and improve returns without the immediate tax liability, making it an effective tool for wealth preservation in real estate investment.

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The Top Five Mistakes to Avoid for a Successful Backdoor Roth Conversion

May 8, 2024

Avoid common pitfalls in a Backdoor Roth Conversion to ensure success. These include not understanding the pro-rata rule, failing to wait for the five-year period, neglecting tax implications, overlooking income limits, and not keeping track of contributions. Avoid these mistakes to maximize your retirement savings and minimize tax liabilities.

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Do you still have questions regarding our planning and investment process?

Call us at 405.212.9690 or click the ‘Let’s Talk’ button to send us a message.

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Perissos Private Wealth Management

Investment advisory services are offered through Perissos Private Wealth Management, an Oklahoma-registered investment advisor. This site is published for residents of the United States only. Investment advisor representatives of Perissos Private Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all the services referenced on this site are available in every state and through every advisor listed.

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Contact Information
  • Brandon VanLandingham
  • 4107 N Council Rd
    Bld A2
    Bethany, OK 73008
  • 405.212.9690
  • brandon@perissosprivatewealth.com
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