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
Net Investment Income Tax (NIIT): What Triggers It and How to Plan
July 16, 2026
Often overlooked in headline capital-gains rates, the 3.8% Net Investment Income Tax (NIIT) depends on both your modified adjusted gross income and your net investment income. Learn how the two-part test impacts house...
Charitable Bequests vs. Lifetime Giving: Tax Implications
June 30, 2026
Charitable Bequests vs. Lifetime Giving: Tax Implications: How to decide whether charitable intent belongs in the estate plan, the annual giving plan, or both June 26, 2026 Charitable planning usually beg...
Irrevocable Life Insurance Trusts (ILITs): How They Work
June 17, 2026
How Irrevocable Life Insurance Trusts work: An Irrevocable Life Insurance Trust (ILIT) is a specialized estate planning tool designed to exclude life insurance proceeds from the insured's taxable estate through indepe...
Annual Exclusion Gifts: Stacking 529s and UTMAs
June 15, 2026
annual exclusion gifts: A guide to coordinating education savings and custodial gifts while navigating the 2026 annual exclusion limits to avoid unintended gift tax consequences.
Lifetime Gifting Strategies for Families With $10M+
June 14, 2026
lifetime gifting strategies: With the federal estate tax exemption rising to $15 million per person in 2026, high-net-worth families must evaluate lifetime gifting vs. step-up in basis at death to optimize wealth tran...
Mega Backdoor Roth: Is It Right for High Earners in 2026?
June 12, 2026
Mega Backdoor Roth: A high-limit Roth strategy can be powerful in 2026, but only when employer plan design, cash flow, and tax pictures align for high-earning individuals.