Broker Check

Tax Planning

Tax-intelligent strategies require proactive planning.

Tax-intelligent strategies require proactive planning.

Every financial decision you make has potential tax implications—or opportunities. At Willis & Machnik, our team of wealth advisors and CPAs is committed to a tax-intelligent approach in your investment strategy and holistic financial plan.

Whether your CPA is with our partners at Dempsey & Dempsey, P.C., or you have your own CPA, we can provide proactive tax management recommendations that allow you to leverage tax-efficient investment strategies. Because our expertise spans the fields of both investment and tax accounting, we are uniquely equipped to assist you in taking every advantage to minimize your tax obligations. 

We use the Tax Loss HarvesterTM tool to uncover opportunities to offset gains in your investment portfolio. We’ll identify securities that can be sold at a loss to counterbalance unrealized gains and reduce your taxable income overall. These opportunities aren’t restricted to tax preparation season; they can occur all year long. 

To evaluate strategic year-end planning opportunities, we use the Capital Gains AnalyzerTM to collect, organize and calculate available mutual fund capital gain distribution estimates and their potential year-end impact.

Social Security is typically a fundamental component of an individual’s retirement plan, and we use the Social Security PlannerTM to provide you with a comprehensive analysis of your Social Security benefit claiming options, enabling you to make an informed decision that supports your retirement goals.

Our approach will not only support your financial goals, but also help you understand the complexities of your financial outlook. Our Tax Alpha Report illustrates and quantifies just how much you’ve saved through the year by focusing on tax-optimized decisions.

Contact us today to get started.

Education Library

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More
Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
Learn More

Have a Question?

Thank you!
Oops!