Tax Planning
Tax Planning & Coordination
Tax-aware wealth coordination for households with $1M to $30M in investable assets — coordinated with your CPA or Beachside Tax Services.
What's included
§ 01- Multi-year tax projection and bracket management
- Roth conversion analysis with IRMAA awareness
- Required Minimum Distribution (RMD) planning
- Tax-efficient withdrawal sequencing in retirement
- Charitable giving strategies (QCDs, donor-advised funds, appreciated securities)
- Asset location across taxable, tax-deferred, and tax-free accounts
- Realized gain/loss harvesting coordination
- Coordination with your CPA on year-end planning and return preparation
Fees
§ 02Standalone Tax Planning & Coordination engagements: $250 – $850.
For investment advisory clients, tax planning is included as part of the wealth coordination relationship. See the full fee schedule on our Fees page.
Tax Preparation Reimbursement
§ 03Intellicapital does not prepare tax returns, but advisory clients are eligible for an annual tax preparation reimbursement when they engage a qualified tax preparer (Beachside Tax Services or any CPA of their choosing):
| Assets Under Management | Maximum Annual Reimbursement |
|---|---|
| Under $1,000,000 | Up to $400 |
| $1,000,000 and above | Up to $825 |
Beachside Tax Services is unaffiliated with Intellicapital Advisors. No compensation is paid to or received from Beachside Tax Services.