Tax and Estate Planning Strategies
Newton's Third Law famously states:
“For every action, there is an equal and opposite reaction.”
It’s often said that only two things are certain in life: death and taxes. Though these topics may be uncomfortable, they are unavoidable. Our team is committed to helping you navigate both, offering thoughtful planning to address each. We collaborate with you, your family, and trusted advisors to develop efficient tax management strategies and to help ensure your legacy and values endure across generations.
Throughout our partnership, we focus on understanding your goals and the evolving dynamics of your family. We also monitor changes in legislation, keeping you informed about any developments out of Washington that could affect your plans. Working alongside your accountant or attorney, we adapt strategies as needed so your objectives stay on track.
Tax and estate planning services we offer include:
- Reviewing your estate plan (such as wills, trusts, medical directives, POA, etc.)
- Charitable giving
- Managing taxes related to executive compensation plans (stock options, restricted shares, deferred compensation, 10b5-1, and more)
- Techniques for reducing taxable income
- Gifting strategies
- Retirement withdrawal tactics
- Year-end tax planning
- Assistance with selling a business
- Trust strategies
- Donor advised funds
- Social Security taxation planning
Raymond James, and its advisors, do not provide tax or legal advice. You should consult with your tax advisor on matters involving taxation and tax planning and your attorney for matters involving trust and estate planning and other legal matters.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision.
Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Godfrey & Spradlin Private Wealth Advisory. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Godfrey & Spradlin Private Wealth Advisory is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
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