Tax Planning
Coordinated strategies to help manage your tax exposure year over year.
What it is
Tax planning is proactive, year-round strategy — from tax-loss harvesting and Roth conversion timing to charitable giving structures — coordinated with your investment and estate plan rather than treated as a once-a-year filing exercise.
Who it’s for
Individuals and business owners who want tax strategy considered throughout the year, not just when filing a return each spring.
How we work together
- 01
Discovery
We review recent returns and identify planning opportunities.
- 02
Plan
We model strategies such as Roth conversions or gifting timing.
- 03
Implement
We coordinate execution with your CPA ahead of key deadlines.
- 04
Review
We revisit strategy each year as income and tax law change.
Common questions
No — we are not a tax preparation firm. We coordinate planning strategy with your CPA or tax preparer, who handles filing.
It's the practice of realizing investment losses to offset gains elsewhere in your portfolio, reducing current tax liability while keeping your overall allocation intact.
This content is for informational purposes only and does not constitute personalized investment, tax, or legal advice. It is not a recommendation to buy or sell any security. Past performance is not indicative of future results, and all investments involve risk, including possible loss of principal. Meridian Capital Partners is a fee-only fiduciary; please see our Form ADV Part 2A for a full description of our services and fees.
Ready to talk about tax planning?
Schedule a complimentary introductory call with one of our advisors.