TAX PLANNING AND RETURNS
TAX PLANNING
AND RETURNS

Tax Planning and Returns: A Holistic Approach

At RADIANT Wealth Planning, we believe that effective tax strategy is integral to your overall financial success.
We offer a seamless experience that combines expert tax planning with your investment and financial strategies.

Comprehensive Tax Planning

As part of your RADIANT Wealth Planning services, we provide customized tax planning that works in harmony with your investment plan and portfolio. Our approach includes:

  • Capital gain and loss timing
  • Stock option planning
  • Retirement modeling
  • Tax-deferred retirement plans
  • Business succession planning
  • Cash flow planning for tax payments

Company Stock & Equity Optimization

We help you maximize the value of your equity compensation, working with various types of stock options and plans:

  • ISOs (Incentive Stock Options)
  • RSUs (Restricted Stock Units)
  • ESPPs (Employee Stock Purchase Plans)
  • Section 83(b) Elections

We will guide you through every step, from initial grant to exercise and sale, ensuring you make informed decisions that align with your overall financial goals.

Seamless Integration with Tax Return Preparation

While tax planning is included in your RADIANT Wealth Planning services, we offer additional convenience through our partner company, RADIANT Tax Services:

  • Expert tax return preparation
  • Streamlined process: Your tax planner coordinates directly with our tax preparers
  • Consistency: Ensure your tax return aligns perfectly with your financial strategy
  • Exclusive benefit: RADIANT Wealth Planning clients receive a discount on tax return preparation services

By choosing RADIANT Tax Services for your tax return needs, you benefit from a cohesive approach where your wealth management team and tax preparers work in tandem to optimize your financial outcomes.

Get the Answers You’re Looking For

Our integrated approach allows us to address your most pressing tax and financial questions:

  • What estate planning strategies should be considered?
  • Are there company rules when exercising or selling company stock?
  • How do I plan a diversification strategy for Restricted Stock Units (RSUs)?
  • What should I consider for short-term and long-term wealth planning?
  • How many shares do you retain for long-term growth?
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