Tax Planning & Tax Preparation:

A Service with a Huge Ability to Add Value

Recently Released!!!
Date Published: March 5, 2024
Summary PowerPoint Deck: 423 Slides
Reference PowerPoint Deck: 879 Slides


The purpose of this research is to provide readers with a comprehensive understanding of tax planning & tax preparation, 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 begins with a context setting chapter, and then addresses the key historical phases of tax planning & tax preparation, including:

  • Tax Preparation Phase
  • Middle Phase
  • Tax Planning Phase
This research defines the key tax planning & tax preparation 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 & tax preparation, including:

  • Substantial Growth in Tax Planning & Tax Preparation
  • Fastest Growth in Tax-Sensitive Investment Strategies
  • More Financial Advisors to Offer Tax Preparation Services

































Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:

Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2024-2025. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:


Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:

© 2024 Tiburon Strategic Advisors