Tax Planning
Proactive Tax Planning – Serving Central Ohio and Beyond
Most people think about taxes once a year, usually in April, and usually under pressure. At Keeler & Nadler, we think about your taxes all year long. Our tax planning strategies are built to look ahead, not just at what you owe this year, but at what your tax picture looks like ten or twenty years from now.
What We Offer
Year-Round Tax Projections
We model your tax situation throughout the year, not just in April, so you always know where you stand and can make adjustments before it is too late to act.
Tax Liability Planning
We identify opportunities to limit what you owe now and in the future, keeping your long-term tax picture at the center of every recommendation we make.
Strategic Account Selection
Where you invest matters as much as what you invest in. We determine the right mix of tax-sheltered accounts, including IRAs, Roth IRAs, and 401(k)s, based on your specific situation, and hold the appropriate types of assets in the most efficient account type.
Tax-Efficient Investing
We structure your investments to minimize unnecessary tax drag, including tax-loss harvesting strategies that can lower your liability while keeping your portfolio on track.
Roth Conversion Strategies
Converting at the right time and in the right amounts can reduce your lifetime tax burden in a meaningful way. We model the timing and amounts that make the most sense for your situation.
Retirement Income Planning
We build income strategies that reduce taxes in retirement, manage Required Minimum Distributions (RMDs), optimize Social Security claiming strategies, and help you avoid costly Medicare surcharges (IRMAA).
Business Owner Strategies
For business owners, your business is one of your most powerful tax tools. We use entity-level strategies to maximize savings and accelerate wealth-building at the same time.
Charitable Giving Strategies
From gifting appreciated stock to Qualified Charitable Distributions (QCDs) and Donor-Advised Funds, we help you give generously while maximizing the tax benefits of doing so.
Tax Strategies That Works For You
At a certain level of financial complexity, the gaps in your tax strategy become expensive. We help you find them before they become costly. Let Keeler & Nadler take a look at your full picture and build a tax strategy that protects more of your wealth, this year and every year after.