Tax Planning:
A Service with a Huge Ability to Add Value

Recently Released!!!
Date Published: October 19, 2022
Summary PowerPoint Deck: 300 Slides

Reference PowerPoint Deck: 743 Slides

The purpose of this research is to provide readers with a comprehensive understanding of tax planning, including implementing tax-sensitive investment strategies, reducing federal, state, & local tax liabilities, preparing federal & state tax returns, and managing tax audits. This research is part of Tiburon's broader coverage of financial planning.

This research starts with a context setting chapter, and then addresses the key historical phases of tax planning, including:

  • Tax Preparation Phase
  • Middle Phase
  • Tax Planning Phase

This research defines the key tax planning services, including:

  • Tax Planning & Implementing Tax-Sensitive Investment Strategies
  • Maximizing Tax Deductions and Reducing Federal, State, & Local Tax Liabilities
  • Preparing Federal & State Tax Returns
  • Managing Tax Audits

And this research makes several future predictions for tax planning, including: 

  • Substantial Growth in Tax Planning
  • Fastest Growth in Tax-Sensitive Investment Strategies
  • More Financial Advisors to Offer Tax Preparation Services
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Table of Contents Summary
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PowerPoint Deck
Podcast Presentation Excel Data Sheet
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