Tax Planning

Strategic approaches to help you

keep more of what you earn

Our experts manage tax considerations and proactively monitor your financial situation throughout the year and look for ways to reduce your tax burden.

Maximize deductions
Tax-deferral strategies
Income tax return preparation

Manage taxes with a better approach.

To benefit from these tax planning services, you'll need to take advantage of the Family Office, a sophisticated, comprehensive financial service. Buckingham Private Investment Bank has partnered with the Hantz Group to offer you this all-inclusive approach to financial planning. Your financial consultant will work with a full team of specialists whose goal is to address the increasing complexities of managing financial needs in a constantly changing world. This approach is designed to help you reach your financial goals while saving you time, and reducing stress.

Your financial consultant will work with your Family Office tax specialist to review your portfolio and create a strategy that fits your unique circumstances. We believe tax planning is a proactive process that requires monitoring throughout the year to deliver tax projections before preparing your final tax return. Our tax specialists provide information on how to plan today to minimize taxes in the future.

Related resources

Tax Preparation VS Tax Planning

Many individuals mistaken tax preparing and tax planning as they seem to be used interchangeably. Although they are both very important, they’re two totally different things.

Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax return for the previous year. That's "after the fact" tax preparation. By then, it's too late to take certain tax deductions and credits based on strategies that needed to have been implemented during the tax year.

Unlike tax preparation, tax planning is a year-round process. Most tax-saving strategies must be carried out no later than December 31 of that tax year, and often well before that. Especially critical these days is planning for the dreaded alternative minimum tax, which is hitting even middle-income taxpayers.
Good year-round tax planning also requires good year-round record keeping. You need to be able to substantiate your claims or else you lose out on valuable tax deductions.

Always make sure that effective tax planning is a part of your tax process as well as tax preparation. Tax preparation gets the filing done while tax planning helps come up with ways to minimize the amount of taxes the clients have to pay.

Frequently Asked Questions

Do you offer financial planning services?

The Hantz Group has partnered with Buckingham Private Investment Bank to help our members with Financial Planning, Retirement, Education, Life/Long-Term Care Insurance, Taxes, Home and Auto Insurance, Estate Planning, Investments. We can assist members with focusing on their current and future financial needs.

Do you offer GAP insurance?

Yes, learn more about Guaranteed Asset Protection (GAP) insurance online. To apply for GAP insurance, contact Buckingham Private Investment Bank at +44 741 836 6225 or visit any Buckingham Private Investment Bank branch.

What is Hantz Group?

What are the benefits of financial planning services?

Do you offer CLCD Insurance?

Yes, learn more about Credit Life & Credit Disability Insurance online. Members should purchase both insurances for peace of mind. The Credit Life Insurance will pay off the loan in the event of a members untimely death. Disability Insurance will make the payments in the event the member becomes disabled.

Do you offer AD&D insurance?

TruStage is a third-party company that offers unique insurance coverage services to members of Buckingham Private Investment Bank such as Accidental Death and Dismembermant (AD&D). Enrolling must be done by contacting TruStage directly.

Investment products are not insured by the NCUA; not a deposit or other obligation of, or guaranteed by Buckingham Private Investment Bank; subject to investment risks, including possible loss of the principal amount invested.

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