Tax Planning

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs. We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.

Overson Advisory Group, LLC has an in-house tax preparation specialist, Tim O’Donnell, who provides income tax preparation services to our clients. For more sophisticated tax planning needs, we will work with the client’s own CPA or tax firm. For clients without a tax professional relationship, we offer the services of our Strategic Partner, the Certified Public Accounting firm of Stovall & Associates, LTD.