Tax Management Strategies

Keep More of What You Earn

At Legacy Wealth Management Group, we help you see taxes not as a burden—but as an opportunity. Smart tax management is one of the most effective ways to grow and preserve wealth. Our team builds integrated tax strategies that support your long-term goals, reduce your liabilities, and ensure you’re not leaving money on the table.



Whether you're a high-earning individual, a business owner, or nearing retirement, we can help you plan with purpose.

The Problem With Reactive Tax Planning

If You're Only Thinking About Taxes in April, You're Already Behind

Most tax mistakes happen because planning didn’t happen early enough. We work with clients year-round to help reduce the impact of taxes on:

  • Investment income and capital gains
  • Retirement distributions (IRA, Roth, 401(k))
  • Business income and deductions
  • Social Security and Medicare thresholds
  • Charitable giving and estate transfers

How We Think Of Tax Strategies

Tax Strategies Built Into Your Financial Plan

We don’t replace your CPA—we complement them. As fiduciary advisers, we work side by side with your accountant (or ours, if needed) to create a tax-smart financial plan that works for today and tomorrow.

Here’s what we help clients with:

  • Tax-efficient portfolio design
  • Roth IRA conversion analysis
  • Required Minimum Distribution (RMD) strategies
  • Tax loss harvesting for brokerage accounts
  • Asset location across taxable & tax-advantaged accounts
  • Charitable donation planning (DAFs, appreciated securities)
  • Gifting strategies for estate reduction
  • Business retirement plans (401k, SEP, Defined Benefit)

Benefits of Working With Legacy

  • Personalized Financial Planning: Customized investment strategies that reflect your goals, timeline, and risk tolerance.
  • Tax-Efficient Portfolio Design: Minimize tax drag and maximize after-tax returns across your entire portfolio.
  • Low-Fee, High-Quality Investment Options: We prioritize transparent pricing, cost-effective funds, and global diversification.
  • Holistic Wealth Planning: Covering retirement, insurance, estate, education, and healthcare—under one plan.
  • Fiduciary Commitment: As fee-based advisors, we act in your best interest—always.