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What Is Tax Planning?

Tax reduction planning entails analyzing an individual's financial situation and employing strategies to minimize tax payments based on their unique facts and circumstances. This comprehensive approach considers numerous factors such as tax credits, deductions, investments, and expenditures. Ultimately, tax planning revolves around comprehending the impact of business and personal choices on taxes, which often represent the most substantial expense for individuals.


In Reality

In the realm of financial planning, many clients entrust their tax matters to professionals, assuming that tax planning is already integrated into the services they receive throughout the year. However, the reality is that most tax preparation professionals primarily focus on compliance rather than proactively seeking ways to save clients money on taxes.

This is where Redwood Tax Specialists differentiate themselves through their unique coaching and mentorship programs, revolutionizing the landscape of tax planning.

How CBA Can Help Solve These Challenges & Lower Taxes for Your Clients

Unveiling a New Approach: Redefining Tax Planning with Redwood's Coaching and Mentorship

Shifting the Paradigm: Traditional tax preparers often overlook the opportunity to actively pursue tax-saving strategies, as their focus remains on ensuring compliance with regulations. Redwood Tax Specialists have recognized this gap and have developed an innovative coaching and mentorship approach that empowers accountants to go beyond compliance and proactively explore tax-saving opportunities for their clients.

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  • Cash Balance Plans (on steroids) 

  • Roth Conversion Alternatives (Proprietary) 

  • Advanced Estate Tax Elimination

  • Tax-Wise Wealth Management

  • Capital Gain Tax Reduction 

  • Captives

  • ERC  

  • Customized Defined Benefit Plans

  • Tax-Free Income Planning 

  • Insurance and asset protection

  • Tax Credits

  • Charitable Foundations

  • Conversion Tax Planning

Beyond the basic
Tax Strategies

Our team of seasoned professionals understands the intricacies of tax planning across various industries and niches. We go beyond the basics to provide you with specialized strategies that can make a significant difference for your clients. Whether it's navigating international asset and gift freeze scenarios, implementing tax-advantaged wealth management techniques, or optimizing exit and capital gains transactions, we've got you covered.

Tax Planning Is About More Than Just Tax Preparation

Our comprehensive approach ensures that your clients benefit from timely and effective tax-saving strategies. We provide the support and expertise needed to navigate the complexities of the tax code, allowing you to uncover opportunities that may have otherwise been overlooked.

By leveraging our done-for-you services, you can deliver exceptional value to your clients while increasing your fees and reducing labor-intensive hours.

Our Done-For-You Service vs. Software

Share your biggest and best clients - (no personal information is needed).

Our team of tax professional will design a tax reduction plan in 7 to 14 business days for your review.

A collaboration appointment is set at your convenience

You may choose to work with us, or you may not - no problem. We will be here if or when you do. There is absolutely no cost or obligation

Ready to Team up with Offer Tax Reduction Planning Team?

We'll show you how easy it can be.

The Redwood Advantage: Coaching and Mentorship: By partnering with Redwood, financial planners and accountants gain access to unparalleled expertise and guidance in the realm of tax planning.

Through personalized coaching and mentorship programs, professionals receive the necessary tools, knowledge, and strategies to deliver exceptional value to their clients and achieve remarkable tax savings.

Increase Revenue with Less Labor

With our done-for-you professional tax team, you don't have to worry about the intricacies and complexities of tax planning. We handle the heavy lifting, providing you with the support you need to deliver exceptional value to your clients.

Our team stays up to date with the latest tax laws and regulations, ensuring that your clients receive accurate and reliable advice.

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