Working with clients to navigate the ever-evolving tax landscape, complex investment options, and ongoing market volatility, is a challenge – for them, for us, and for their other financial professionals. M Financial Planning Services believes in establishing a collaborative relationship with clients and their tax advisors.
Often, a client’s investment decisions impact their taxes…sometimes negatively. We would welcome the opportunity to work together and discuss the tax implications of various investment options (e.g., tax-loss harvesting or a Roth conversion) to ensure both tax and investment outcomes are considered.
We’ll work with you to ensure you have all the investment-related tax documents needed to prepare your clients’ returns. Whether it’s 1099s, cost basis information, or other investment-related documents, we are familiar with what CPAs need and can be a resource to make your lives easier.
Especially with the sunsetting of existing gift tax exemptions and other provisions in 2025, being aware of your client’s investment holdings and estate plan – including beneficiaries – is key to having a holistic strategy to minimize tax liability today, in 2026, and beyond.
Please take advantage of the materials posted here. If you would like to discuss a particular client or scenario in detail, please don't hesitate to call us at the office, or schedule time with us here.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Tax and retirement reference numbers at a glance. The most widely accessed key planning data in a convenient two-page layout.
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA.
Insurance products often change and evolve, and what was put into place years ago may no longer be the most favorable option.