Perissos Private Wealth
Tax Planning
Tax planning is one of the most overlooked pieces of financial planning. We seamlessly integrate tax strategy into your comprehensive financial plan.
Our Tax Philosophy
Why Tax Planning Matters
A well-executed tax strategy can save you significantly more than traditional investment returns alone. Here's how we approach it.
Strategic Minimization
We go beyond basic deductions. Our strategies are designed to minimize your lifetime tax burden through proactive, forward-looking planning.
CPA Partnership
We partner with seasoned CPAs to ensure your tax strategy is fully integrated with your broader financial plan — no gaps, no surprises.
Proactive Planning
Tax laws change constantly. We stay ahead of legislative shifts to identify opportunities before they expire, keeping more money in your pocket.
Our Tax Planning Process
Every strategy starts with understanding your unique situation. Our four-step process ensures nothing is overlooked.
Discovery
We review your current tax situation, income sources, deductions, and future projections to understand your full picture.
Analysis
Our team and CPA partners perform a detailed analysis of your tax exposure, identifying inefficiencies and opportunities.
Strategy
We build a customized tax strategy incorporating Roth conversions, charitable giving, capital gains management, and more.
Implementation
We coordinate with your CPA to execute the plan, ensuring every piece integrates seamlessly with your investments and estate plan.
Integrated CPA Collaboration
Unlike many wealth management firms, we don't work in a silo. Our dedicated in-house CPA consultant works alongside your existing CPA to ensure every financial decision is tax-optimized. From Roth conversions to charitable giving strategies, we coordinate every detail.
Latest Articles
How Oklahoma Property Tax Compares to Texas and Surrounding States
August 26, 2026
Oklahoma property tax: A comparison of Oklahoma's 0.79% effective property tax rate against Texas, Kansas, and other neighboring states, highlighting how valuation caps and assessment ratios impact total costs.
Kiddie Tax Rules: Funding Your Kids' Investment Accounts
August 25, 2026
Kiddie Tax Rules: Understanding the 2026 unearned income thresholds and account types—UTMAs, 529s, and Roth IRAs—is essential to funding a child's investment account without creating a tax surprise.
Form 1041 Trust Tax Returns: What to Expect
August 24, 2026
Form 1041 Trust Tax Returns: Form 1041 is the federal income tax return for estates and trusts. Understanding how distributions affect tax liability and compressed brackets is essential for trustees.
Step-Up in Basis: The Most Important Estate Tax Concept You've Never Heard Of
August 22, 2026
Learn how the step-up in basis rule can create significant income-tax savings for heirs by resetting the value of inherited property, regardless of estate tax status.
Generation-Skipping Transfer Tax: Planning Around the Exemption
August 15, 2026
2026 GST exemption: The GST tax often remains invisible until a distribution to a grandchild occurs. With the 2026 exemption set at $15 million, proper allocation on Form 709 is essential for success.
Charitable Lead Trusts (CLTs): When the Math Works
August 14, 2026
Charitable Lead Trusts: A charitable lead trust (CLT) is a split-interest trust that supports charity for a fixed term before transferring the remainder to heirs. Success depends on the §7520 rate, net returns, and lo...