Tax Planning

Tax Planning is not a standalone service. RWS firmly believes tax planning, investment management and financial planning should all be incorporated together. We take a comprehensive approach to managing your wealth to provide generation changing results.

Tax impacts every aspect of your financial life. Our professional tax team of CPA’s can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

What Is Tax Planning?

Standard tax advising focuses on the past, reporting expenditures of the previous year. Good tax planning looks ahead and takes action in order to take advantage of the many legal loopholes, credits, and deductions available.

1

Return Review

We review your most recent returns, taking the time to walk through them, item by item.

2

Revenue Review

We learn and account for each way money is made and where it’s spent.

3

Comprehensive Plan

Everything gets tied together in a simple strategy, helping accomplish goals in the most tax-efficient way possible.

A Comprehensive Process, Simplified.

A tax return and simple questionnaire is all we need.  Our team of tax professionals and your RWS Advisor will analyze your tax return and personal situation to identify the opportunities. Then integrate those opportunities into a comprehensive financial plan highlighting the strategies to optimize your situation.

Benefits you gain from our tax planning service include:

Understanding the tax consequences related to your individual investments.

Maximizing your retirement plan savings under current tax law.

Evaluating business structure to optimize the benefits of the Internal Revenue code.

Focusing on opportunities unique to your individual business or industry.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside the specific states referenced.

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