Tax Savings & Planning
Keep what’s yours – you’ve earned it.
Do you have a tax liability at the end of each year? Are you concerned with the capital gains you will be required to pay due to stock sales or real estate sales? Do you feel you are paying more tax than you would like to pay? Retirement Planning Resources specializes in creative and sophisticated tax strategies to help you keep more of what you earn or own.
We help highly compensated and wealthy individuals strategically plan to win the tax game. Winning means we help you keep more of what you earn now and in the future. We work with talented tax attorneys that show our clients how to protect their assets and income from high tax rates.
Profile of an ideal client who can benefit from our planning and strategies:
- Planning for retirement.
- Hoping to reduce their tax liability.
- Looking for ways to protect the profits of a business or stock sale.
- IRA to Roth IRA conversion candidate who would like to offset the tax liability in the conversion.
- High W-2 wage earner.
Common Tax Reduction Opportunities
- Green energy tax credits.
- Oil production tax strategies.
- Movie production tax credits.
- Historical conservation easements.
- Fee simple investments.
The United States tax code is available for all eligible individuals to use to their legal advantage. There is nothing unpatriotic or selfish, retaining more of what you earn. That is why there is a tax code, so we all know how to stay within the bounds of the law, but to do it in an intelligent manner. At RPR we work with our clients to explore the strategies that are available to plan their tax returns so they can retain more of their earnings. We are planners and do not perform tax filing services, however, the advice our team provides will be a breath of fresh air for those who want to use the tax code appropriately.
What Clients Are Saying
“I used to dread tax season—my CPA would simply tell me what I owed, with no strategies to help me reduce my liability. That changed when I found Retirement Planning Resources. Now, I have a plan that keeps more of my money working for me.”
“I never realized how many tax-saving opportunities I was missing out on. Retirement Planning Resources showed me proven strategies that high-earning professionals rely on, and now I’m keeping more of what I earn.”
“I used to just accept my tax bill as a fact of life—until I discovered that I had options. Thanks to Retirement Planning Resources, I now understand how to structure my finances to lower my tax burden significantly.”
“Earning over $250,000 per year comes with a high tax bill—at least, that’s what I thought. Retirement Planning Resources provided a thorough tax analysis and showed me strategies that are saving me thousands every year.”
“I was about to take out a loan for a new investment property when Retirement Planning Resources showed me how to redirect my tax payments instead. They literally turned my tax dollars into real estate equity!”
“The lottery is a gamble, but reducing taxes is a guaranteed way to find more money in your pocket. Thanks to the team at Retirement Planning Resources, I’ve uncovered tax-saving strategies that are making a huge impact on my financial future.”
“With so many CPAs retiring, I struggled to find someone who could do more than just file my taxes. Retirement Planning Resources helped me design my tax return strategically, rather than just reactively.”
“I wasn’t looking for a tax preparer—I needed someone who could help me engineer my tax return to align with my financial goals. That’s exactly what I found with Retirement Planning Resources.”
“The fastest way to financial freedom? Lower your tax burden. Retirement Planning Resources gave me the tools and strategies to take control of my tax situation and move toward my goals faster than I ever imagined.”
“There is nothing patriotic about paying more taxes than you have to. The tax laws are there to help you if you know who to talk to. I found that guidance with Retirement Planning Resources.”