top of page
Search

How a Tax Planning Advisor May Secure Your Financial Future

  • Parkview Partners Capital Management
  • Oct 3
  • 2 min read

A tax preparer often looks backward, acting as a financial historian to file annual returns. A tax planning advisor, however, acts as a financial architect—designing strategies that shape your future and proactively manage your tax exposure for years to come.


Beyond Tax Prep: The Role of a Tax Planning Advisor


Unlike traditional tax prep, which focuses on compliance, a tax planning advisor provides an ongoing, strategic partnership. Their role includes:


  • Timing asset sales for tax efficiency

  • Introducing vehicles like Roth IRAs or 529 plans

  • Structuring business transitions and charitable donations

  • Coordinating across your estate, retirement, and investment plans



Adapting to a Changing Tax Landscape


Tax laws shift, markets evolve, and policies change. A tax planning advisor monitors these developments and translates them into actionable strategies for you.


Examples include:


  • Adjusting to capital gains rate changes

  • Navigating retirement distribution rules

  • Responding to estate tax exemption shifts



Core Tax Planning Strategies


Tax planning advisors use a wide toolkit:


  • Retirement Accounts: Choosing between traditional and Roth contributions, analyzing conversion strategies, and strategizing withdrawal timing.

  • Investment Portfolios: Implementing tax-loss harvesting to offset gains and reduce taxable income.

  • Estate and Gifting Plans: Leveraging trusts, annual gift exclusions, and charitable vehicles like donor-advised funds.


ree

Integrating Tax Strategy with Wealth Management


Every financial decision—from investments to estate planning—carries tax consequences. Advisors coordinate with attorneys and investment managers to create a holistic financial ecosystem. This helps align actions like rebalancing, gifting, or succession planning with tax efficiency.



Selecting the Right Advisor


When choosing a tax planning advisor, evaluate:


  • Credentials: CPA, CFP® or similar designations

  • Experience: Familiar with scenarios similar to your own (business succession, executive stock options, multi-generational planning)

  • Fiduciary Standard: Advisors legally required to put your interests first


ree


Final Thoughts


Engaging a tax planning advisor is more than tax compliance—it’s a financial partnership that integrates tax efficiency into every decision. With a forward-looking strategy, you can work towards preserving what you’ve built, reduce tax burdens, and position your wealth for future generations.



Disclosure:


Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Advisors, LLC and Parkview Partners Capital Management are separate entities. Neither Stratos nor Parkview Partners Capital Management provides legal or tax advice. Please consult legal or tax professionals for specific information regarding your individual situation. There is no guarantee that tax-loss harvesting saves tax dollars. Past performance is not a guarantee of future results. To discuss how these strategies might apply to your specific situation, contact Parkview Partners Capital Management for a personalized consultation.


 
 
 

Comments

Financial Advisor, Investment Advisor, High Net Worth, Wealth Management, Tax Planning, Risk Management, Financial Coordination, Retirement Planning, Charitable Giving, Columbus Ohio, Parkview Partners Capital Management

291 East Livingston Ave.
Columbus, OH 43215


Phone: (614) 427-2132

Fax: (614) 427-2132

  • LinkedIn

FORM CRS

 

Privacy Policy

​

​

Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. [www.stratoswealthpartners.com]. 

Parkview Partners Capital Management offers its financial services through Stratos Wealth Partners, Ltd., (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”) located in Beachwood, Ohio. Parkview Partners Capital Management  operates as a DBA branch of Stratos Wealth Partners, Ltd. More information regarding Stratos may be found at www.stratoswealthpartners.com. Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Partners is available at https://www.adviserinfo.sec.gov. A copy of the Stratos’ current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.stratoswealthpartners.com.

​

Stratos may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Stratos’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stratos’s web site on the Internet should not be construed by any consumer and/or prospective client as Stratos’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stratos with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Stratos’ current written disclosure Brochure discussing Stratos business operations, services, and fees is available from Stratos upon written request. Stratos does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to Stratos’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
 
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third-parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third-party websites or third- party materials.

 

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stratos Wealth Partners, LTD), will be profitable or equal any historical performance level(s).
 
Certain portions of Stratos’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stratos (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stratos, or from any other investment professional. Stratos Wealth Partners, LTD is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Each client and prospective client agree, as a condition precedent to his/her/its access to Stratos’ web site, to release and hold harmless Stratos, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stratos.

bottom of page