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
YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

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

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