Strategic Tax Planning with Resolute Wealth Advisor
Four Perspectives for a Smart, More Intentional Approach to Taxes
Most people think about taxes only when they have to — during the rush to meet filing deadlines. But meaningful tax strategies aren’t built in April. They’re shaped throughout the year through coordinated, intentional decisions that align your investments, income, and long-term goals.
At Resolute Wealth Advisor, we see tax planning as an ongoing process, not a seasonal task. Our advisors share four perspectives on how a proactive approach can help you direct your wealth toward what matters most.
1. Plan in the Off-Season
By Beau Bryant
Most people start thinking about taxes just weeks before the deadline — when it’s too late to do much more than file. But what if the best time to plan for next year’s tax bill is right now?
Beau explains why intentional tax strategies are often discovered in the quiet months — not during the spring scramble — and how year-round planning can help you identify opportunities before they disappear.
He also shares a few examples of how strategies like Roth conversions, capital gains management, and charitable giving can change the conversation from “what happened” to “what’s next.”
2. Be Thoughtful About Where You Invest
Most investors focus on what to buy — stocks, bonds, or real estate. But Brayden reminds us that where you hold those investments can influence your after-tax results over time.
He breaks down the often-overlooked concept of asset location — and how it can help every account in your portfolio pull its weight.
Why do some investments belong in taxable accounts while others fit better in IRAs or Roths? And how can you use those differences to your advantage?
Brayden walks through the principles that can make your portfolio more efficient — while maintaining your desired risk level.
3. Coordinate Your Portfolio to Reduce Tax Drag
By Ryan Geary
Even when your investments are performing well, taxes can quietly chip away at returns. That’s especially true if multiple managers are making moves without coordination.
Ryan introduces tax overlay strategies — a system designed to help portfolios “work together” instead of at cross-purposes. By matching gains and losses, deferring trades for better tax treatment, and setting clear parameters for realized gains, these strategies are designed to help manage or potentially reduce unnecessary tax drag.
His video explains how that coordination works in real life — and how even small efficiencies can make a meaningful difference over time.
4. Build an Intentional Legacy
By Scott Hohman
Passing on wealth isn’t just about who gets what — it’s about how your values carry forward.
Scott explores six ways to make that transition more thoughtful, from positioning assets across accounts to using charitable giving and Roth strategies to align generosity with tax efficiency.
He also explains how a few intentional decisions today can help your wealth better support the people and causes you care about — and why legacy planning is often the most overlooked part of a tax-aware strategy.
Moving from Reaction to Intention
Strategic tax planning isn’t about chasing deductions — it’s about aligning your money with your goals. Whether you’re preparing for retirement, running a business, or planning your legacy, the earlier you begin these conversations, the more flexibility and clarity you can gain.
At Resolute Wealth Advisor, we partner with you and your CPA to build a proactive, year-round strategy tailored to your goals.
Schedule a call to explore what intentional tax planning could look like for your situation — and learn how small, coordinated steps can make a lasting impact.