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Income Tax Planning Services in Naperville | DHJJ Financial Skip to main content

Income Tax Planning

At DHJJ Financial Advisors, all of our investment advisors are also Certified Public Accountants (CPAs) so we utilize our expertise as CPAs to make sure your tax strategy matches your wealth management goals.

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When Should You Plan?

Income Tax Planning should be done throughout the entire year but it is most important at the end of each year (i.e., “year-end” tax planning).  Depending on your situation for the current tax year, it may make sense to defer income, if possible, into the following tax year and to accelerate deductions, if appropriate, into the current tax year. 

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Consider these tax planning strategies:

Our Certified Financial PlannersTM are also Certified Public Accountants that can help you find the best strategies.

  • Prepare Multiple Year Income Tax Projections
  • Considering the Impact of the Alternative Minimum Tax (AMT)
  • Avoiding Underpayment of Estimated Tax Penalties
  • Strategies for taking Required Minimum Distributions (RMDs) from IRA accounts
  • Taking advantage of all available income tax deductions
  • Tax Loss Harvesting” – Consider offsetting capital gains by realizing capital losses
  • Consider a “Donor-Advised Fund” for charity
  • Consider a Roth IRA Conversion

The above list is just some of the tax planning strategies that should be considered when performing proper income tax planning.  At DHJJ Financial Advisors, we are more than just investment advisers.  We look at your entire financial picture to make sure that you keep every dollar that you are legally entitled to keep and pay as little income tax as you are obligated to pay.

Please View Our Written Disclosure Brochure For Additional Information About DHJJ Financial Advisors, And Also Please Review Our Important Disclosure Information.

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