IRS Enrolled Agent – Tax Planning

Offering more to my clients as an IRS Enrolled Agent

Many financial advisors mention tax planning when they discuss what services they offer their clients.  Since becoming an independent financial advisor, to take that a step farther, I became an IRS Enrolled Agent.  An IRS Enrolled Agent has the ability to represent taxpayers in front of the IRS.  I did this by completing a comprehensive three-part exam on individual and business tax returns.  To that effect next Tuesday night at 8pm I will be going live on the Incline Wealth Advisors Facebook page to discuss what income you can deduct and exclude on your 2020 tax return.

By obtaining the IRS Enrolled Agent designation I now have a deeper level on taxes and tax returns to help my clients in one of the most important areas of their financial lives. This has given me the ability to provide a higher level of expertise in the area of taxes and tax planning.  This also allows me the opportunity to provide tax preparation as a service to my clients that are looking for help.  Managing investments in a tax efficient manner can be one of the biggest cost savings for individuals while they are working and especially in retirement.

As part an optional service offering to my clients, I will be meeting with them to review their prior year tax returns. This can make sure that they are taking full advantage of any tax breaks, credits or deductions they may be eligible for.  Making sure that you have the right amount of savings in tax deferred, after tax and Roth buckets can make for the best retirement distribution strategy.  Also knowing what you can deduct and exempt from your income is crucial when building out a wealth planning strategy.

Hope you can join my live call next week as we will discuss what you can deduct and exclude from income on your 2020 tax return. Here is the link to the Incline Wealth Advisors Facebook Page:


If you would like to schedule a call or zoom meeting to discuss a review of your investments Click Here

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