Geier Asset Management and Winpoint Financial have partnered with MAI Capital Management. Read more.


Family Tax Planning Services

Tax planning is one of the most important services that we provide to our clients—many of whom need to file taxes for more than one member in their household. With several Certified Public Accountants on staff, our main objective is to proactively implement family tax savings strategies that maximize your pre and post-tax income—for you, your spouse, and your dependents. We stay apprised of the current tax law and regulations through our affiliations with local and national accounting organizations such as the MACPA and AICPA.

Working With Our Family Tax Advisors

Proper family tax planning requires year round attention. Nearly every financial decision is made with the consideration to tax. Therefore, it is paramount to have a diligent and knowledgeable tax advisor in place. Our tax services team is solely devoted to safeguarding you from paying an unnecessary amount of tax in the following areas:

  • Federal Income Tax
  • State and Local Income Tax
  • Corporate Tax
  • Self-Employment Tax
  • Capital Gains Tax
  • Alternative Minimum Tax
  • Gift Tax
  • Estate Tax

Family Tax planning Strategies

In order to combat the overwhelming variety of taxes, we implement various family tax planning strategies that are unique to you and your specific financial situation. Some of the strategies that we have incorporated for clients include:

  • Shifting income and/or expenses to different years to benefit from a lower tax rate or to create additional deductions
  • Creating a defined contribution or benefit plan to defer income tax liabilities
  • Contributing to a deductible IRA, SEP IRA, or Roth IRA
  • Investing in federal and state tax-exempt vehicles
  • Restructuring a business into favorable taxing entities
  • Splitting income amongst various family members or legal entities
  • Maximizing contribution to a health savings account (HSA)
  • Liquidating investments that have generated a loss before year end
  • Annual gifting program to reduce potential estate tax liability
  • Contributing to a state-sponsored college 529 plan
  • Harvesting capital losses on investments
  • Implementing various trusts into your plan—charitable remainder, generating skipping, dynasty, credit shelter

The Value in Using a Tax Advisor

These tax strategies have proven effective in reducing the amount of tax your family will pay now and in the future. The less tax you pay, the more your family has to invest, which will allow your overall wealth to grow. As your assets accumulate, several of these techniques will allow you transfer money to families or charities without being subject to transfer, gift, or estate taxes. Tax implications must be considered in every financial situation. Through careful planning and sophisticated tax strategies, Geier Asset Management will save you a significant amount of money throughout your life.

You earned it, you deserve to keep it.

In addition to tax planning services, our team offers tax return preparation services

Learn More:

Schedule Your Complimentary Consultation Today
It’s never too early to start planning. Reach out to one of our advisors today to get your future started.

Complimentary Consultation Form

Who We are

Meet our dedicated and experienced team at Geier Asset Management. We handle tax planning, investment management, financial planning, and retirement plan services for clients nationwide.
Joseph N. Geier, CPA

President/Client Manager
Brian Woods

Vice President/Client Manager
Gregory Palacorolla, CFP®

Director, Wealth Management
Daniel Mules, CPA

Client Manager
Brendan Winkler, CPA

Portfolio Accountant
Deborah Kresslein

Portfolio Administrator
Julie Keller

Executive Assistant