Tax Planning


“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said there is nothing sinister in so arranging one?s affairs as to keep taxes as low as possible. Everybody does so, rich and poor, and all do right, for nobody owes any public duty to pay more than the law demands.”  – Judge Learned Hand (1872-1961)

U.S. Court of Appeals

For many retirees, the fear of paying too much in taxes can be daunting. As part of our financial review process, we are happy to review our clients tax returns. Simply bring in your return from the previous year, and we will see if there are any areas that need attention. Yes, paying your taxes is important, but there may be a few specific strategies to help limit your tax liability, especially for retirees under 59. After all, we don’t want you paying more than your fair share.

We believe you should think of your tax return as a scorecard between you and the IRS. Unfortunately, when it comes to this scenario, many taxpayers lose this battle, because they are often unaware of their options. However, our goal is to help you win this battle by utilizing legal tax strategies that can often lower your tax burden.

The 2021 Key Financial Data is now available for download. This document serves as a handy reference for the 2021 tax brackets, thresholds, limitations and exemptions. Click on the link to download your free copy!

Retirement Income Education

To review your tax return and develop a proactive tax planning strategy, call us today.

(817) 336-2000

(214) 752-1000


LPL Financial does not provide tax advice.


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(800) 336-2553

The Planners Network