Tax strategy isn’t just for accountants - it’s a core part of your financial plan. We coordinate proactively with your CPA and estate attorney to minimize your tax liability and ensure your legacy goes exactly where you intend.
Most advisors leave tax strategy to your accountant. We bring it into the planning process year-round - identifying opportunities before they expire and coordinating with your tax and legal professionals so nothing falls through the cracks. Your estate plan and your financial plan should say the same thing.
Taxes aren’t filed once a year - they’re planned all year. We monitor your situation proactively and surface opportunities before the window closes - Roth conversions, loss harvesting, income timing, and more.
We work alongside your estate attorney to ensure your beneficiary designations, trust structures, and account titling align with your wishes. Your financial plan and your legal documents should be in complete agreement.
If giving is part of your plan, we help you give tax-efficiently - through donor-advised funds, qualified charitable distributions, appreciated stock gifting, and other strategies that maximize your impact and your deduction.
As part of our estate planning process, clients of Scenic City Wealth receive access to wealth.com - an AI-powered estate and tax planning platform used by leading advisory firms nationwide. Through our advisor relationship with wealth.com, we can build, visualize, and deliver estate strategies with a level of depth and clarity that most advisors can’t offer.
Attorney-grade wills, trusts, and directives generated in minutes.
Visualize every what-if - distributions, taxes, legacy outcomes.
Analyzes existing estate documents and surfaces planning gaps.
Disclosure: Wealth.com is an independent, third-party software company. Scenic City Wealth Management is not affiliated with or an agent of Wealth.com, Inc. Access to the wealth.com platform is provided through our advisory firm’s subscription. Wealth.com is not responsible for the financial advisory services provided by Scenic City Wealth Management, and Scenic City Wealth Management is not responsible for the software or content provided by Wealth.com. Use of the platform is subject to wealth.com’s own terms of service and privacy policy.
“The two biggest levers in your financial plan are time and taxes. We can’t give you more time - but we can help you keep more of what you’ve built.”
Rem Cooper & Darrin Wall, Managing Partners
We offer a complimentary introductory conversation - no obligation, no preparation needed. We’ll review your current tax situation and share how a coordinated tax and estate strategy could benefit your plan.