Integrated Tax Planning

YOUR PARTNER IN TAX PLANNING AND COMPLIANCE

At Clearstead, we view taxes as far too important to outsource to third parties. We have an in-house tax planning and compliance team. Tax planning is integral to other financial planning processes, such as investment strategy, and mapping cash flow. When done well, it is a continuous process and not simply revisited each quarter.

The Clearstead team dives into new clients’ tax returns to develop multi-year projections and untangle complexities to identify hidden opportunities for deductions and exclusions

CLEARSTEAD’S IN-DEPTH ANALYSIS OF CLIENT PORTFOLIOS AND APPLICABLE TAX CODES can aid in the identification of potential tax savings

By working closely with the investment team, our tax specialists help offset lost deductions with strategies such as charitable gift-giving, and we identify investment opportunities that can optimize tax returns. As a full-service firm with comprehensive services and family office administration capabilities, we can simplify the tax payment process for clients by coordinating tax payments to the appropriate taxing authorities on their behalf

CASE STUDY

Clearstead Maximizes Tax Returns As An Integral Part Of  Comprehensive Financial Planning
Our goal is simple

To sort through every complexity, leverage every opportunity, and identify every resource to create a custom plan that allows our clients to exceed their aspirations and build legacies for their families, organizations, communities, and themselves.

LEARN ABOUT HOW OUR PROPRIETARY PROCESS UNTANGLES TAXES AND BRINGS CLARITY TO THE COMPLEX LIVES OF OUR CLIENTS
Find Your Clarity

Clearstead is structured to put client's interests first through our fee-0nly advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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