Tax Planning


Almost by definition, tax planning is an essential part of a good wealth management strategy.

Tax planning considers the implications of individual, investment, and business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made based solely on their taxable impact, we are always cognizant of the income, capital gains, estate, and business tax issues involved in any particular situation.

At Thorley Wealth Management, we carefully weigh the taxable consequences inherent in gift and estate tax planning, life event planning, business tax planning, income tax planning, and investment tax planning.

As wealth managers, we can perform many functions of the tax planning process. However, some activities require the expertise of an accountant or a CPA, and we may choose to work closely with a taxation specialist to focus on your tax planning.

Neither Thorley Wealth Management, Inc., nor Commonwealth Financial Network provides legal or tax advice. You should consult a legal or tax professional regarding your individual situation.