Tax Planning
Tax planning is a part of financial planning that many people undermine. Though taxes may not be the primary factor in your financial strategy, poor tax decisions can easily wipe out investment gains.
Integrate tax considerations into your financial plan with proactive tax planning services from The Meredith Group. Our financial advisors can help you identify tax reduction strategies while considering future income for your family or business.
When to Consider Proactive Tax Planning
While all financial decisions impact taxes, certain life events have tax implications, too, like:
- Starting a new job
- Losing your job
- Retiring
- Receiving an inheritance
- Selling or transferring your business
- Getting married
- The death of a spouse
- Filing for divorce
- Relocating
For example, moving to a state with higher or lower taxes can change your strategy for selling investments or taking a distribution. Also, temporarily losing employment might present an opportunity to do a Roth conversion of retirement assets. Working with a tax planning advisor like The Meredith Group can help you understand these implications and make strategic decisions.
About Our Wealth Management Tax Services
The Meredith Group will utilize the newest tax planning software to create a financially beneficial tax plan for your personal or business finances using proven strategies and resources.
Tax Planning
We'll work directly with your tax preparer or accountant to reduce your burden. As part of your tax planning, our advisors will work with you to make financial decisions that benefit your financial plan, including identifying opportunities to offset capital gains, utilizing charitable contributions to reduce taxable income, suggesting tax-free income strategies and more.
Tax Strategy Preparation and Considerations
Proactive tax planning is centered on approaching your finances in a tax-efficient manner. Our financial advisors will review your portfolio and recommend investments to make. These strategies can reduce your current taxes, so that you can keep more of your wealth. We'll make sure these strategies are implemented consistently across your financial plan.
Why Choose The Meredith Group for Tax Planning Services for Individuals and Businesses?
The Meredith Group gives serious advice to serious investors for tax planning and other wealth management needs. Over the past 45 years, we've become a leading financial advisor. Based in Pittsburgh, we serve clients in the Pittsburgh metropolitan area and throughout Western Pennsylvania.
With tax planning and advisory services from The Meredith Group, you'll benefit from our:
- Client-centric services: We take a white-glove approach to all our services. Our team will work with you to make strategic financial decisions to reduce taxes.
- Expertise in tax code: Tax code can be complicated to understand, and it changes often. Our team of financial and legal professionals is knowledgeable about current tax laws and their impact on wealth management. Take advantage of our expertise to navigate these challenges.
- Industry recognition: The Meredith Group was recognized by Forbes in 2025 as a Best-In-State Wealth Management Team, and we are a multi-year winner of Barron’s Top 100 Independent Advisors.
Embrace Proactive Tax Planning With The Meredith Group Today
Our tax planning advisors can help you reduce your tax burden to preserve your financial legacy. The Meredith Group has many industry recognitions, including Barron's Top 1200 Financial Advisors in America for 2025, awarded on March 10, 2025, based on data from September 30, 2024, and Forbes 2025 Best-in-State Wealth Management Team, awarded January 9, 2025, based on October 31, 2024, data.
Don't wait for tax season to start tax planning — contact The Meredith Group today to get started.