wealth@oneascent.com(205) 313-9142LOG IN

wealth@oneascent.com(205) 313-9142LOG IN

Tax Planning

Our advisors work to identify tax reduction and tax avoidance strategies as a part of your comprehensive financial plan. We collaborate with your CPA or tax preparer to implement the best strategy for you. Our tax planning strategies help reduce federal and state estate and inheritance taxes. You may also be able to decrease the income tax that your beneficiaries have to pay.
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An effective tax planner understands your unique perspective on money and the values that guide your life.

We begin client relationships with the end in mind. Read more about our unique onboarding process:

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Aligning Financial and Tax Strategies

Your financial advisor can help: 

  • Prepare complex tax returns and maximize deductions
  • Prepare tax-loss harvesting security sales
  • Identify strategies to minimize capital gains taxes
  • Maximize after-tax dollars in retirement 

Our financial advisors can help you reach your long-term financial goals and minimize tax liability! OneAscent Wealth serves individuals nationwide through our offices in Birmingham, AL; Columbia, TN; Pensacola, FL; and Indian Harbor Beach, FL. Find a tax planner near you today!

A Financial Plan That Aligns With Your Values

Tax planning strategies are a critical aspect of a financial plan that aligns your values, goals, and vision for your financial legacy. Working with a tax planner who understands your financial plan helps ensure your investments are optimized to minimize your tax liability so you can maximize after-tax resources now and in the future. 

OneAscent Wealth provides tax planning services for clients nationwide from our offices in:

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