Wealth Management At Topel Forman

Tax Smart Investing

Navigating the market requires having an investment portfolio that serves as a reflection of your risk tolerances. Every financial decision is a tax decision, and having an investment strategy that meets your financial goals and minimizes your tax liability is critical to your overall plan.

Investment plans are centered around you and your goals. Our guidance can assist you with the following:

  • Tax Management: Strategies to lower your tax bill, proper asset allocation, and investments to minimize capital gains.
  • Social Security Planning: Identifying the most advantageous distribution of your social security benefits.
  • Pre-Retirement Income Planning: Apply annual and long-term strategies to lessen taxes you owe now to grow that money tax-free.
  • Retirement Income Distributions: Careful planning of which accounts you utilize during retirement.
  • Leaving a Lasting Legacy: Focusing on tax mitigation for next-generation planning.

Contact Our Team

 

Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Topel Forman.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Check the background of your financial professional on FINRA’s BrokerCheck.

 Our Services

Accounting & Assurance

We analyze and report your company’s financial statements and identify potential concerns, leaving enough time to allow a practical and cost-effective resolution to issues.

Taxation Services

Complications created by ever-changing tax laws and regulations have made advanced tax planning an essential element for companies operating in today’s marketplace to be successful.

Consulting Services

We offer an expansive range of business consulting services to help our clients with compliance, strategic planning, financial management, economic projections, and forecasts.

Wealth Management

Topel Forman can serve as your trusted tax and wealth management advisors, backed by 40 years of investing experience through our affiliation with Avantax Planning Partners℠.

Family Office

We understand that each family has unique needs, and we work with all types of family offices to provide income tax planning, estate, gift tax planning, accounting services, and financial reporting.

R&D Tax Credits

Businesses must constantly innovate if they want to continue growing and succeeding. The R&D credit aims to keep jobs in the United States and make U.S. manufacturing companies more competitive globally.