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
- • 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
Standalone 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
Intellicapital 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.
Important: Information on this page is for general purposes only and is not legal, tax, or accounting advice. Consult qualified professionals about your specific situation.