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Our Services

Tax Planning

We provide year-round tax planning services that integrate seamlessly with your investment and financial strategies. Our focus is on tax-efficient investing, income tax optimization, and estate tax mitigation to help you keep more of what you earn.

Tax PlanningTax Planning
Tax Planning
Why This Matters

For many families, taxes are the single largest expense over a lifetime. Yet most advisors treat them as an afterthought, something to worry about at filing time. At Revise, we integrate tax strategy directly into your portfolio and planning process so you keep more of what you earn.

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Our Approach

  • Tax-Efficient Investing: Structure portfolios to minimize unnecessary capital gains and ordinary income exposure.
  • Roth & Conversion Strategy: Identify opportunities to reposition assets into tax-advantaged accounts during favorable years.
  • Withdrawal Sequencing: Map out how and when to draw from taxable, tax-deferred, and Roth accounts to extend portfolio life.
  • Estate & Gift Tax Coordination: Structure accounts and transfers to maximize efficiency for heirs and charitable giving.
  • Year-Round Strategy: Taxes aren’t seasonal—we plan continuously as laws, markets, and your income evolve.

What Makes Revise Different

Portfolio-Integrated

We don’t bolt on tax advice; we embed it into portfolio construction itself.

Forward-Looking

Instead of reacting each April, we position assets to reduce tomorrow’s tax burden today.

Collaborative

We coordinate with your CPA or estate attorney to ensure everything works seamlessly.

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Who We Serve

While Revise is open to all, our tax planning services are particularly well-suited for:

  • Families seeking to reduce the drag of taxes on their long-term compounding.
  • Professionals facing complex equity, RSU, or deferred-comp taxation.
  • Retirees who want to draw income without triggering avoidable tax events.

FAQs

Next Steps

The goal is clarity. Our process begins with a simple conversation to see if our approach is the right fit for your family's future.

Who we are

Protect today,
secure tomorrow.

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Copyright ©2025 Revise. All rights reserved.

Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.

Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. They are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—review the policy and riders carefully.

Content on this site is for general educational purposes and should not be construed as personalized investment, legal, or tax advice. Past or hypothetical results do not guarantee future outcomes. Services are offered only where Revise is properly licensed; product availability varies by state.

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