Integrated Tax Planning

The Key To Maximizing Portfolios

At Clearstead, we view taxes as far too important to farm out to lower-level employees or outsource to third parties. We support our own 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 something that gets revisited each quarter.

The Clearstead team dives into new clients’ tax returns immediately, untangling every strand to identify hidden opportunities for deductions and exclusions. For example, a little-understood small business stock capital gains exclusion can reap substantial savings depending on when the stock was bought and sold.

AN EXAMPLE OF CLEARSTEAD’S IN-DEPTH ANALYSIS OF CLIENT PORTFOLIOS AND APPLICABLE TAX CODES IS POSITIONING TAX RETURNS TO EXCLUDE SIGNIFICANT TAXABLE INCOME FROM THE AFFORDABLE CARE ACT.

By working closely with the investment team, our tax specialists help offset lost deductions with strategies such as charitable gift-giving, and we also identify investment opportunities that optimize tax returns. As a true full-service firm, 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 strategy that allows our clients’ portfolios to achieve maximum performance.

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

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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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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