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Tax Management

Effective tax management is essential to your financial strategy, especially as retirement approaches. D&S Wealth Management Group collaborates with DeLeon and Stang CPAs and Advisors, a firm with over 40 years of experience and 50 professionals. While operating separately, this partnership enables in-depth tax planning aligned with your financial goals.

Beyond tax filing, we work with tax professionals engaged in return preparation and consulting for individuals and businesses. This hands-on approach allows for personalized tax strategies, adapting to changing laws and circumstances. Our focus is on informed decisions that support your financial position and long-term objectives.

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Our Goal: Minimize Taxes and Maximize Opportunities

The Tax Management Plan is designed to make sure you pay the lowest amount of taxes as allowed by law through the U.S. Tax Code and create tax-free income when possible. By implementing strategic planning techniques, we help you optimize your tax position and reduce unnecessary tax burdens over the course of your retirement.

Our Services

Key Benefits of the Tax Management Plan

Build a Tax-Efficient Strategy

We work to create a tax-conscious financial plan that helps you retain more of your wealth and position your assets for tax-efficient growth.

Understand the Tax Implications of Each Type of Asset

Different assets are taxed in different ways. We help you navigate the tax implications of your retirement accounts, investments, and other income sources to avoid unexpected tax liabilities.

Customize Investment Strategies for Tax-Advantaged Results

Your investment strategy should work in tandem with your tax plan. We identify opportunities to minimize tax exposure while keeping your financial goals in focus.

Plan for Future Tax Law Changes

Tax laws frequently evolve, and adapting your strategy is essential. We help evaluate potential changes and adjust your plan to remain aligned with your long-term financial objectives.

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Annual Tax Planning Guide

The tax code is notoriously complex, so, keep it basic when preparing your tax returns. Explore recommendations to help you prepare for this year’s tax season and brush up on fundamental tax terms.

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Our Tax Mitigation Process

Navigating complex and evolving tax laws requires thoughtful planning. Our tax management process focuses on identifying opportunities, creating tailored strategies, and adapting to changes, helping align your tax plan with your financial goals.

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Evaluating Your Current Tax Situation

We review your current income sources and asset allocations to identify potential tax-saving opportunities.

Developing a Personalized Tax Strategy

Based on your unique financial situation, we create a customized plan that focuses on tax efficiency and long-term savings.

Coordinating with Tax Professionals

While we do not offer tax advice, we work alongside your tax advisor or can recommend a trusted professional to help execute your tax plan effectively.

Ongoing Monitoring and Adjustments

As tax laws and your financial situation evolve, we provide ongoing support to keep your plan aligned with current regulations and your financial goals.

Common Questions About

Tax Management

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Strategic tax planning can help reduce the amount of taxes you pay on withdrawals and investment gains, potentially extending the life of your retirement savings.
Creating tax-free income streams through strategies like Roth conversions and municipal bonds can help reduce your overall tax burden and provide greater financial flexibility.
Taxable, tax-deferred, and tax-free accounts each have unique tax implications. We help you understand how to strategically use each to your advantage.

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Are You on Track to Reach Your Financial Goals?
Every step of your financial journey matters. At D&S Wealth Management Group, we’re here to help you navigate life’s challenges and opportunities with thoughtful strategies and personalized insights. Let’s work together to create a financial plan that aligns with your goals and priorities.
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Your Financial Goals, Our Priority.
At D&S Wealth Management Group, we provide strategies to simplify the complexities of financial planning. Let’s work together to create a plan that supports your goals and long-term vision. Let’s work together to create a financial plan that aligns with your goals and priorities.
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Start Your Financial Journey with Confidence
Every decision matters. At D&S Wealth Management Group, we provide thoughtful insights and a collaborative approach. Let’s create a financial plan that reflects your values and long-term aspirations. Let’s work together to create a financial plan that aligns with your goals and priorities.
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D&S Wealth Management Group, LLC (DSWMG) is a registered investment advisor located in North Potomac, Maryland.  DSWMG and its investment advisor representatives are in compliance with the current filing requirements imposed upon state-registered investment advisors by those states in which DSWMG maintains clients. DSWMG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.   Additional information, including our services, advisory fees, and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC’s website here.

Investment advisory services are offered through DSWMG. Insurance services are offered through D&S Insurance Solutions, LLC.  Accounting and tax services are offered through Deleon & Stang, CPAs and Advisors.

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