Guide to Tax Planning
for High-Earners

This comprehensive guide to tax planning exposes you to strategies that will help you plan your taxes successfully and save money as a high-earner each year. Get answers to common tax concerns.

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Guide Overview

Tax planning can be complex and intimidating, but it can also be enriching when done right. Tax laws change yearly, requiring a meticulous review of your strategies. From identifying what tax bracket you fall under and how much is owed in taxes, to what percentage you get to keep, there are countless details to keep an eye out for.

Taking advantage of the opportunities offered to you as a high-earner. Proper tax planning can minimize your tax bill and make your money grow the right way. 

Key Tax Topics to Consider

First things first. In the US, your tax filing status determines your tax bracket, standard deduction, and eligibility for certain tax credits and deductions. Each filing status option has its own set of requirements and benefits, so review them carefully.

The United States has a progressive tax system, which means the tax bracket you fall into depends on your income. The last dollar you earn determines the tax bracket you fall into. Higher-income earners pay higher federal income taxes, while lower-income earners pay lower income taxes. 

Tax deductions are expenses you can subtract from your taxable income to reduce your tax liability. The reduction may take you to a lower tax bracket and reduce the total amount you owe.

Tax-deductible donations are a great way to give back and reduce your taxable income. These strategies give you the opportunity to make a difference, donate to your favorite charities, and decrease your tax liabilities.

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It’s tax season – this year, use it to your advantage! Before you start worrying about taxes, remember this season is an opportunity for long-term financial growth.

Not sure where to start? Don’t miss our workshop for high-earners, featuring Zoe Vetted Advisor Nancy Fehrenbach, CFA, CFP®. Get a recording now!

Ready to Grow Your Wealth?

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Ready to Grow
Your Wealth?

See the top tax & investment managers near you