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
The Better Way to Give From an IRA
June 3, 2026
The Better Way to Give From an IRA: Why a Qualified Charitable Distribution can beat writing the same check from a taxable account June 3, 2026 Charitable giving is usually framed a...
The Tax on Your Social Security Check
May 23, 2026
tax on your social security check: For many Oklahoma retirees, Social Security benefits are not tax-free. Learn how the federal government calculates the taxable portion of your check and how 2026 tax law changes affe...
Tax-Loss Harvesting: When Paying the Tax Is the Better Trade
May 20, 2026
Tax-Loss Harvesting: When Paying the Tax Is the Better Trade: Why a strategy that looks free on paper sometimes costs more than the tax it was supposed to save May 20, 2026 Tax-loss harvesting is one of the...
Charitable Remainder Trusts and the ILIT Wealth Replacement Strategy
May 15, 2026
Charitable Remainder Trusts and the ILIT Wealth Replacement Strategy: How a tool designed for charity can also leave heirs with more than they would have received outright. May 15, 2026 A charitable remainder t...
Reducing Capital Gains on a Highly Appreciated Portfolio
May 15, 2026
reducing capital gains: Managing a highly appreciated portfolio requires navigating the 23.8% federal tax cliff. Explore how to use Section 1014 step-up in basis and tax-loss harvesting to preserve purchasing power.
Deferred Sales Trust Risks
May 6, 2026
Deferred Sales Trust risks: A Deferred Sales Trust (DST) is a marketing term for a complex installment sale structure. While appealing, it faces high IRS scrutiny regarding economic substance and constructive receipt...