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Tax Planning

Tax Planning

Tax Planning

By leveraging tax and financial advisory experience, Landmark Financial will help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more than the law requires in taxes as well as looking for ways to reduce current and future tax burdens.

We can review your financial situation and develop thoughtful strategies to minimize your tax liability. Our income tax and estate planning, tax-optimized investing, charitable planning and trust services can help make tax time a little less painful.

At Landmark Financial, we offer tax planning services in Russellville, Rogers, Little Rock, Fort Smith, Surprise, and Scottsdale AZ.

<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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FAQ: Tax Planning

Q. Can A Financial Planner Give Tax Advice?
A: By leveraging tax and financial advisory experience, Landmark Financial will help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more than the law requires in taxes as well as looking for ways to reduce current and future tax burdens.

Q. How Can a Tax Planner Help Me?
A: A tax planner can review your financial situation and develop thoughtful strategies to minimize your tax liability. Our income tax and estate planning, tax-optimized investing, charitable planning and trust services can help make tax time a little less painful.

Q. What Does A Tax Planner Do?
A: A tax planner can help you minimize your tax liability, capitalize on tax deductions and manage your tax situation. With more expertise than standard tax preparers, tax planners can help with tax planning, inheritance issues, charitable giving, and other complex tax needs.

Q. Why Should I Hire a Tax Planner?
A: A tax planner can help save you money. They can counsel you on life decisions and help you make better financial choices. The cost of hiring a tax planner will be more than returned to you in the taxes you can save with their services. They also will save you time preparing your paperwork for tax returns.