Tax Planner
& Advisor

Tax laws tend to be contradictory and filled with confusing lingo that ordinary folks have a hard time grasping, yet alone maneuvering. We at Fuchs Financial understand that. And for this reason, we go an extra mile not just to provide our clients with best possible consulting services, but also to educate them and prepare them for future financial developments and challenges.


What separates Fuchs Financial from our competitors is the details we put into our tax planning services. Our top priority is to keep our clients informed on the latest developments in legislation and regulations while maximizing and reducing tax liability.

How Investments Fit into Your Financial Plan?

What Tax Planning is all about

When it comes to taxes, what you really want is to maximize your profits but optimize your tax liabilities to the extent the law allows you. This is the essence of what we should focus on during the process of tax planning. At Fuchs Financial, we keep in mind all tax code provisions as the most important pillar of our process in the tax planning services portfolio. It’s also important to keep in mind that the tax laws change annually!

Understanding Tax Deductions in and out

A tax deduction is that amount by which your taxable income is lowered and thus your tax liability reduced. Tax deductions are calculated by subtracting the amount of the tax deduction from your income, making your taxable income lower. At the end of the day, by lowering your taxable income, you can lower your tax bill.

Smooth legal sailing with Fuchs Financial professional navigation

Everyone who’s ever tried their luck with taxes can confirm that ways to be taxed on sales, income and investments are countless. However, what most folks don’t realize is that there are numerous methods to avoid or minimize taxation. By carefully managing liquid assets, life insurance and fixed assets, one can maximize their wealth and avoid unnecessary hassles that come with taxation. Fuchs Financial offers a multitude of services, all designed to help you manage and boost your current assets and plan for a care-free retirement.

Estate planning for future generations

Estate planning enables you to legally pass your wealth on as you see fit. Your estate includes everything from your car and home to life insurance and bank accounts, and estates and inheritances unfortunately also mean taxes. Advisors at Fuchs Financial will help you to pass on your estate with as little taxation as possible by avoiding tax traps and properly managing life insurance and other assets of value to you and your loved ones.

Tax-Free plans for a care-free retirement

Retirement is often overlooked when it comes to taxes, but those with experience will tell you first hand that your tax situation can change rapidly throughout retirement. Fuchs Financial provides appropriate tax strategies that can help you learn how to reduce the taxes you owe over your retirement years so you keep more of the money you’ve earned and invested.

Irrevocable Trusts for solid business

Through irrevocable trusts, assets can be transferred into the trust for later ownership by the beneficiary, and the grantor’s ownership is thus completely removed from these assets. These can include life insurance policies, cash, investments, businesses and more. The main benefits are elimination of estate tax on assets inside the trust, asset protection, and avoidance of “dis-inheritance”.

Financial modeling for financial stability

Using advanced financial modeling tools, we can test and verify ideas, strategies, or products to find the ones at your best interest prior to making important financial decisions. With these models it is easier to visualize all financial products and strategies at once on one page. Understanding the impact of these decisions, Fuch Financial can create measurable strategies to reduce taxes while also building, protecting, and growing your wealth.

Utilize your tax credits

Fuchs Financial offers you a wide range of services designed to help you manage tax credits for college expenses and retirement savings plans. Our clients mostly prefer to utilize earned income credit, given the fact these can be credited to an account. Thus acting as a sort of payment, similar to a tax refund.

Learn how to take advantage of tax deductions

Tax deductions are another important component of tax planning services. A deductible is an expense that can be subtracted from taxable income. Almost every person has at least one deductible expense. By identifying and analyzing your deductibles, Fuch FInancial can help you reduce taxes and increase income.

What Is a Financial Advisor?

Financial advisors, such as those at Fuchs Financial, are professionals with extensive experience in finances. They advise their clients on decisions related to wealth management and personal finance. Depending on their area of expertise, financial advisors can help you with everything, devising an entire retirement savings plan with a timeline attached to it or simply answering questions regarding taxes, income and legal issues.

Why use professional financial advisors​

Fuchs Financial advisors will gladly help you balance your financial priorities with tax implications. The core principle is to build a lifetime plan that meets both your personal and financial goals. The key to success is to hire a financial advisor that understands your finances, so they can find and recommend the right tax professional for you. Your advisor and your tax professional can then help structure your investments and retirement distributions for tax efficiency.

What Tax Planning is all about

When it comes to taxes, what you really want is to maximize your profits but optimize your tax liabilities to the extent the law allows you. This is the essence of what we should focus on during the process of tax planning. At Fuchs Financial, we keep in mind all tax code provisions as the most important pillar of our process in the tax planning services portfolio. It’s also important to keep in mind that the tax laws change annually!

Understanding Tax Deductions in and out

A tax deduction is that amount by which your taxable income is lowered and thus your tax liability reduced. Tax deductions are calculated by subtracting the amount of the tax deduction from your income, making your taxable income lower. At the end of the day, by lowering your taxable income, you can lower your tax bill.

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Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet