Tax planning
Tax planning — as a financial-advisor specialty — is multi-year strategic coordination, not tax return preparation. Roth conversions, charitable stacking, DAF strategy, asset-location decisions, equity-comp timing, state residency, and the layering of all of those against a household's plan. Advisors listed here coordinate with CPAs and carry tax as a year-round design constraint.
Advisors with depth in tax planning
-
Claire Berg, CFP, AEP
Multi-generational estate and legacy planning for established households.
21 yrs -
Ethan McRae, CFP
Drawdown strategy for retirees with concentrated single-stock positions.
19 yrs -
Nora Hale, CFP
Pre-exit founder planning with deep concentrated-position and QSBS expertise.
18 yrs -
Priya Das, CFP
Cross-border estate and retirement planning for Canadian-US households.
16 yrs -
Jacob Owens, CFP, CFA
Retirement and late-career planning for physician households.
14 yrs -
Devon Okafor, CFP, CDFA
CDFA-credentialed divorce financial planning, working directly with family-law counsel.
12 yrs -
Ben Whitfield, CFP
Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.
9 yrs -
Maya Chen, MD, CFP
Former internal-medicine physician turned CFP, focused on the financial arc from residency through early attending practice.
7 yrs -
Rhea Kumar, CFP
Equity-comp and crypto-focused planning for early-career tech employees.
6 yrs
Related specialties
Audiences this specialty commonly serves
- High earners
- Founders
- Retirees