Tax-Efficient Planning

Grow More. Keep More. Give More.

Taxes Don’t Just Happen in April, We Plan for Them Year-Round

At WealthShed, tax planning is not an afterthought it’s baked into everything we do. From investment strategies to retirement withdrawals to estate transfers, we help you reduce tax drag and maximize after-tax wealth at every stage of life.

And if you’re a client on our Shed or Shed Family Office plans? We go a step further, we’ll file your tax returns for you, so you can spend less time stressing over documents and more time living your life.

Planning, Not Just Preparing

We don’t just plug in numbers and hope for the best. We proactively build tax efficiency into your financial plan so you can:

• Reduce your taxable income

• Minimize capital gains exposure

• Maximize deductions and credits

• Strategically time income and withdrawals

• Coordinate tax-smart charitable giving

• Optimize business and self-employed tax positions

One Platform. One Team. One Strategy.

No more chasing down a CPA, an advisor, and a planner to get everyone aligned. With WealthShed, your entire team is in-house, under one roof, collaborating in sync to create a unified, tax-aware financial strategy.

Our tax-efficient planning includes:

• Annual tax return filing

• Roth conversion strategies

• Tax-loss harvesting

• Multi-account withdrawal optimization

• Estate tax mitigation

• Entity structuring and planning for business owners

• Gifting and philanthropic strategies

Keep More of What You Earn

We believe great planning pays for itself, especially when taxes are involved. By integrating tax thinking into your entire financial life, we help you unlock more of your wealth’s true potential.

*Select services are exclusive to Shed and Shed Family Office Plans