Tax Services
Taxes are one of the biggest expenses in retirement—but what many people don’t know is that there are several ways to help minimize what you owe. It isn’t in the IRS’s best interest to share them with you, but as fiduciary financial advisors, we are obliged to act in your best interest—which means doing everything we can to find ways to help you keep more of your wealth for your family.
As a wealth and tax advisory firm, we integrate proactive tax planning and tax management into your broader financial strategy to help you minimize your tax burden and ensure your wealth is passed on efficiently to future generations.
Tax Preparation
Unlike standalone tax firms, we offer complementary tax return preparation for clients with $500,000 or more in assets managed by Assured Concepts Group as an integrated part of their holistic wealth plan. For clients below $500,000 in managed assets, tax preparation is available for a nominal fee.
The Tax Management Journey®
With tax management, we focus on reducing avoidable losses, not just chasing possible gains. And rather than a once-a-year activity, tax planning is a living, breathing process that evolves right along with you. Our Tax Management Journey® goes beyond the “snapshot” of this year’s return to help you anticipate and mitigate future tax liabilities through:
- Strategic Roth conversions
- RMD planning
- Income stream modeling against tax brackets
- Timing and sequencing of retirement income
- Charitable giving
- Generational planning and advanced future projections
- Harvesting gains and losses
- Integration with your estate plan and trusts
With Us, You Don’t Have to “Ask Your CPA”
Accredited Tax Expertise You Can Trust
Our tax initiative is led by founder David Schlossberg, a Registered Financial Consultant, an Ed Slott Master Elite IRA Advisor, and an IRS-credentialed Enrolled Agent—the highest credential the IRS awards. That distinction gives our clients something many advisory firms can’t: qualified tax advice from the same professionals who guide their investment and estate strategies. Leading the firm with 27+ years of experience and a passion for precision, David ensures each tax strategy is built on solid technical expertise and tailored to you.
Many brokers are precluded from offering tax advice. We’re not. Our clients don’t have to hear, “check with your CPA” before making a move—because we already know how that move will affect their taxes. That means:
No disconnect between your financial
and tax strategies
No last-minute surprises
No siloed advice
We’ll Handle Your Taxes—so you can Rest Assured
At Assured Concepts Group, tax awareness is a foundational tenet of our holistic wealth management philosophy. We believe wealth management is not complete without an awareness of the erosion to wealth caused by taxation—and a strong plan in place to reduce it. Schedule your consultation today and see the difference a personalized tax strategy can make.
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