Tax Planning

Tax planning is a systematic approach to reducing your tax liability for short- and long-term benefit. Our investment and retirement tax-reduction strategies focus on preserving your assets through every phase of life through retirement. This is an important endeavor given our belief that federal and state taxes are likely to rise in the future.

Tax-efficient investing is a foundation of our financial planning process. As a client of Cary Stamp & Co, you’ll possess a roadmap for protecting, preserving, accumulating, and transferring your wealth with optimal tax benefit.

Our team of advisors, including a growing group of CFP® professionals, work on your behalf, staying ahead of the curve in responding to tax laws that impact both your personal and business finances (the recent Secure Act of 2019 and CARES Act of 2020 being examples).


  • Tax Strategies Around Life Events: Marriage, Starting a Family, Retirement
  • Tax Loss Harvesting
  • Traditional IRA to Roth IRA Conversions
  • Income Tax Planning
  • Estate Tax Planning
  • Gift Tax Planning
  • Education Planning – 529 Plans

A crucial factor in Cary Stamp & Co’s tax reduction work on your behalf is our intent to collaborate with your accountant and estate attorney on strategic planning and document sharing when appropriate. We encourage this communication so that your professionals are aligned in achieving optimal financial results for you and your family.

Cary Stamp & Co. does not offer tax preparation services.

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