At Amplius Wealth, we believe proactive tax planning is a cornerstone to amplifying your financial outcomes. Taxes are generally the largest expense clients will incur throughout their lifetime. With thoughtful strategies, you can help reduce your tax burden and keep more of your hard-earned wealth working for you.
Our tax planning services are designed to help you make the most of your income, investments, and assets. By taking a forward-thinking approach, we identify opportunities to reduce your tax liability while aligning your financial plan with your long-term goals.
Comprehensive Tax Reviews
We will review your most recent 1040 (personal tax return) to identify areas where we can be more opportunistic, and discuss how we can strategize to lower your lifetime tax burden.
Tax-Efficient Investment Strategy
From tax-advantaged accounts, to direct indexing, 351 exchanges, municipal bonds, and alternative investments, we design investment portfolios that optimize your asset allocation and tax efficiency.
Strategic Year-End Planning & Scenario Comparison
We seek to consult your tax situation during the final months of each tax year, while you still have time to make changes and have an impact on your tax liability. By reviewing the major inputs to your tax situation, we’ll work to build out a projection for the current year, and compare scenarios utilizing different tax strategies that may minimize your current year liability, and/or optimize your multi-year planning.
Tax Strategy Aligned to Your Plan
Often, we find other professionals are focused only on the current tax year for clients. Because we build out a comprehensive, multi-year financial plan, we have the insight and the luxury to consider different tax strategies over multiple years that coordinate with your other goals, so we are able to minimize your lifetime tax burden, and not have an isolated view of just one year.
Philanthropy
Whether philanthropy is part of your financial plan, or it may be in the future, we seek to educate and guide you in leveraging various charitable strategies that integrate with your tax planning. Often, philanthropic planning goes hand in hand with a sound legacy and estate plan, which we help to integrate seamlessly.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Let our team of fiduciary financial advisors guide you towards protecting, growing, and transferring your wealth. Contact us today to get started.
Bespoke Advice. Amplified Experience.
Fiduciary Wealth Management in Philadelphia.
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