Tax Strategies

Frequently Asked Questions

• How does Gilbert & Cook approach tax strategy planning for clients?

  At Gilbert & Cook, our tax strategy is holistic and tailored to each client’s unique financial situation. Our CPAs, who are tax strategists, analyze the entire portfolio for tax mitigation, considering strategies like tax loss harvesting, municipal bonds for high-income earners and Roth IRA conversions. We also project future income and tax brackets to assess the impact on Medicare payments and other tax liabilities.

• Who does Gilbert & Cook serve with its tax strategy services?

  We work with a wide range of clients, including individuals, families and business owners, to find optimal tax-related solutions that fit within their entire financial picture.

  For business owners, we help develop tax mitigation strategies well in advance of a major event, such as liquidating a business, to optimize their future tax outcomes.

  We also stay current on estate planning laws and exemptions, helping clients remain flexible and prepared for changes in tax legislation.

• What makes Gilbert & Cook’s approach to tax strategy unique?

  Our strength lies in our collaborative and coordinated process. We often act as the quarterback, bringing together CPAs, attorneys and other professionals — like community foundations for charitable planning — to ensure every aspect of a client’s tax strategy is aligned.