Tax planning
Roth conversions, charitable giving and capital gains planned a year ahead, and coordinated with your preparer.
We do not prepare returns. We look at next year's return before it happens: which bracket you will land in, how much room there is for a Roth conversion, and whether gains or gifts should move to a different year.
In November you get a one page tax letter with the actions for December, and we send the same numbers to your preparer so nothing is lost between us.
Who it is for
Anyone with income or gains they can move between years
Included
A yearly tax projection, Roth conversion sizing, qualified charitable distributions, donor-advised funds, a letter to your CPA
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
Monday to Friday, 8 am to 5 pm Central
Fairwood