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.
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.
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.
Explore how to utilize Required Minimum Distributions (RMDs) for Qualified Charitable Distributions (QCDs) as a tax-saving strategy. Learn how this method can reduce taxable income, fulfill philanthropic goals, and potentially lower Medicare premiums, providing a triple benefit for savvy retirees.
Schedule a Call Tax Strategies for Cattle Ranchers and Farmers Tax planning is a critical component of managing a farm or ranch, providing opportunities to
Net Unrealized Appreciation (NUA) planning can be a powerful tax-saving strategy for those with employer stock. However, common pitfalls such as misunderstanding NUA rules, poor timing of distributions, and neglecting tax implications can undermine its benefits. This guide provides insights on avoiding these mistakes to maximize your NUA strategy.
“Planning for Net Unrealized Appreciation: A Strategic Approach” provides insightful strategies for managing net unrealized appreciation (NUA). It offers expert advice on tax-efficient methods to handle NUA, helping investors maximize their returns. This guide is essential for anyone seeking to understand and leverage the potential benefits of NUA in their investment portfolio.
“Maximizing Profits: Effective Tax Strategies for Small Business Owners” provides invaluable insights into tax planning. It offers practical advice on leveraging tax laws to maximize profits, minimize liabilities, and ensure compliance. A must-read for entrepreneurs seeking to understand the complex world of business taxation and turn it into a strategic advantage.
Explore the world of Donor Advised Funds (DAFs) from a tax benefit perspective. This guide delves into the ins and outs of DAFs, highlighting their advantages, potential pitfalls, and how they can be effectively utilized for tax planning. A must-read for philanthropists seeking to maximize their charitable impact while optimizing tax benefits.
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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.