Tax Planning, Estate Planning, & Charitable Gift Planning in Memphis
The best possible outcome for your tax situation. Thoughtful management of your final wishes. Charitable gift planning that magnifies your passion.
Strategies
Tax Planning Services and Strategies
Configuring a tax strategy that reduces your liability while remaining compliant with complex regulations is anything but simple. At RBG Wealth Advisors, our principals are CPAs and CERTIFIED FINANCIAL PLANNER® professionals with the experience to help you craft a tax strategy that works for your unique situation.
With our knowledge, experience, best-in-class tax planning tools, and strategic partnership with the accounting firm RBG PLC, we are uniquely positioned to guide you through the tax code’s increasing complexities and help reduce your tax burden.
Translating complexity into clarity
Because yesterday’s tools and technologies aren’t likely to give you a clear view of tomorrow’s tax position, our firm uses Holistiplan tax planning software to identify specific, actionable tax-saving opportunities and present them to you in a way that is easy to understand. A few specific benefits of this technology include…
Scenarios
Reports
Alignment
Consistent with our holistic approach to financial planning, the software aligns tax strategies with broader planning aspects like estate planning and retirement goals.
Updates
Services
Our Core Tax Planning Services
Tax Projections
Custom Tax-Loss Harvesting
Strategies to Help Reduce/Offset Realized Gains
Tax-Free Income Strategies
Quantified Impact of Planned Transactions
Business Sale Transactions
Executing Stock Options
Impact Analysis of Tax Policy Changes
Tax Residence Analysis
Partnerships and Trusts
Advanced Gifting Strategies
Quarterly Estimated Tax Payments
Estate Planning
Estate Planning Services With Our Strategic Approach
With thoughtfully planned and effectively managed estate planning, you can be confident your assets will be transitioned to your beneficiaries in a way that’s consistent with your final wishes while also reducing your heirs’ tax burden. This potentially complex area of wealth management can be vexing for benefactors and heirs alike, and requires taking thoughtful planning steps.
At RBGWA, our advisors have the in-depth knowledge required to manage your estate planning needs, providing a strategic approach that considers estate and income taxes, and bequests provided to your heirs and chosen beneficiaries.
Services
Services tailored to your individual needs
Review of Existing Estate Documents
Ownership, Trustee, Executor, and Beneficiary Review
Estate and Gift Tax Calculations
Estate Tax and Generation-Skipping Transfer (GST) Tax Minimization Strategies
Advanced Trust and Gifting Strategies
Charitable Gift Planning
Charitable Planning
Charitable Gift Planning: Your Passion Is Our Priority
Whether you want to give during your life or leave a meaningful legacy after you’re gone, charitable gift planning is an important part of your wealth management strategy. Your gifts (given directly to a charity, to a donor-advised fund, or a charitable foundation) could help nonprofits increase mission impact in education, healthcare, animal welfare, land conservation, and other areas, potentially making a difference for entire communities.
Whether you plan to give investments, real estate, cash, or some other asset, our RBGWA advisors can answer your questions and help you make transformative gifts to the causes you are passionate about.
Services
We’re ready to help you through the charitable gift planning process.
Gifting Appreciated Assets
Qualified Charitable Distributions (QCDs)
Private Foundations
Donor-Advised Funds
Charitable Remainder Trusts
Charitable Lead Trusts
FAQ
Frequently Asked Questions About Tax, Estate, and Charitable Gift Planning
1. How can I reduce my tax burden without taking unnecessary risks?
Proactive strategies like tax-loss harvesting, Roth conversions, and strategic gifting can meaningfully lower lifetime taxes while staying compliant. We model scenarios and quantify impacts, then coordinate with accountants for precise, integrated implementation tailored to your situation.