Our Tax Planning Philosophy
At Oakwood Summit, our tax planning philosophy is centered on proactive strategies that work within IRS guidelines to minimize your tax burden legally and ethically. We believe that most Americans pay far more in taxes than they're legally required to, simply due to a lack of proper planning.
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Our approach integrates tax planning with your overall wealth management strategy, ensuring that decisions in one area positively impact others. We don't just look at your current year's tax situation—we develop multi-year strategies that provide sustainable tax savings over time.
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We bring sophisticated tax strategies usually reserved for the ultra-wealthy to our clients, helping you keep more of what you earn.
Why Our Approach Is Different
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We focus on tax planning, not just tax preparation
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All strategies are backed by IRS code, court precedents, and rulings
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Integrated with your investment and wealth protection strategies
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Continually updated for changing tax laws and regulations
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Focused on sustainable, long-term tax reduction
Specialized Tax Strategies
We develop customized tax planning strategies based on your specific situation.
Business Owner Strategies
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Non Qualified Deferred Compensation
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Supplemental Executive Retirement Plans
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Split Dollar Life Insurance
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Executive Bonus
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Defined Benefit Plans
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​Golden Handcuff Strategies
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Cost Segregation
Wealth Transfer Strategies
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​Irrevocable Life Insurance Trust
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Wealth Replacement Trust
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Buy Sell Agreements
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Premium Financing
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Estate Tax Planning
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Multigenerational Trust Funding
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Employee Stock Ownership Plans
Capital Gains Strategies
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Tax-loss harvesting strategies
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Asset location optimization
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Charitable remainder trusts
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Installment sales planning
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Step-up in basis strategies
Tax Planning Partnership
Oakwood Summit has partnered with top tax advisors across the country, to bring sophisticated tax strategies to our clients. This partnership provides us with cutting-edge tax planning resources, ongoing education, and a network of tax professionals.
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Through our partnerships, we can implement strategies that many traditional CPAs and financial advisors aren't equipped to provide, giving our clients a significant advantage in reducing their tax burden.
Case Study: Business Owner Tax Savings
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A successful business owner came to us paying over $300,000 in annual taxes. Through our integrated tax planning approach, we:
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Restructured their business entities
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Implemented a Cash Balance Plan
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Optimized their retirement planning
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Created tax-advantaged wealth transfer strategies