Tax Planning
It's Not Just For April
Many individuals realize during tax season that they missed opportunities to reduce their tax liabilities. Proactive tax planning with a financial advisor can help identify strategies to save money before it's too late.
The one thing everyone dreads about taxes is... well, taxes. Net Financial helps make it easier.
“Set it and forget it” may work for some things—but not your taxes, especially in retirement. Too often, people realize during tax season that they missed valuable opportunities to reduce their tax burden. At Net Financial, we believe proactive tax planning is key. By evaluating your options early with a trusted advisor, you open the door to smarter strategies and more ways to save. More time means more possibilities.
Where Expert Advice Can Help:
Investing in tax-efficient assets
Developing strategies for capital gains and asset exits
Planning retirement withdrawals to maximize income
Structuring estates to minimize taxes for heirs
Paying Taxes Now vs. Later
One of the smartest ways to lower your tax bill this year is to assess how—and where—you’re contributing to retirement accounts. Without a clear strategy, you could be missing out on significant tax advantages and potential investment growth. At Net Financial, we’ll help you crunch the numbers and make sure your contributions are working in your favor.
Understanding Investment Taxes
If you're investing, taxes can have a major impact on your returns. Not all investment income is taxed the same, and our advisors can help you navigate which ones apply to your specific situation. From ordinary income tax to capital gains, cost basis, the Alternative Minimum Tax (AMT), and more—we make sure there are no surprises when it's time to file.
Tax Strategy in Retirement
Once you enter retirement, tax planning shifts gears. Instead of focusing on deferring taxes, the priority becomes minimizing taxes as you withdraw funds. It’s not just about meeting deadlines for early withdrawals or required minimum distributions—it’s about strategically timing how you access different income sources like IRAs, Social Security, and brokerage accounts. With Net Financial’s guidance, you can make the most of every tax rule available to you.
Refer to Expert Advice
We partner with you to develop a personalized financial plan tailored to your unique needs, with tax planning as just one piece of the bigger picture. Reaching out gives you access to deeper guidance and support.
Our comprehensive approach ensures we’re here for you at every stage of life. For more information, connect with a Net Financial advisor today.
Our Services
Tax planning is integrated into many of Net Financial's offerings. They also provide tax preparation services for qualified clients. Other services include:
Wealth Management
Our fiduciary advisors create personalized investment portfolios tailored to your unique goals. Our team continuously monitors and adjusts your strategy to help keep you on track.
Retirement Planning
We work closely with you to design a plan that aligns with your retirement goals, and we stay connected with ongoing reviews to ensure your portfolio continues to support your lifestyle.
Estate Planning
Benefit from a coordinated approach that brings together our fiduciary expertise and legal resources to deliver a complete estate planning solution.
Get In Touch
Digitas Global, LLC dba Net Financial is a registered investment adviser with the Texas State Securities Board. Registration does not imply a certain level of skill or training. A copy of our current Form ADV Part 2A (Firm Brochure) discussing our advisory services, fees, and other important information is available upon request or at the SEC's investment adviser public information website www.adviserinfo.sec.gov. As a registered investment adviser, Digitas Global, LLC dba Net Financial has a fiduciary duty to act in the best interests of our clients at all times. Our fee structure is based on a percentage of assets under management. Detailed fee information is available in our Form ADV Part 2A. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal.
Net Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The information provided on this website is for general informational purposes only and should not be construed as personalized investment advice. Consult with a qualified financial advisor before making any investment decisions. Our firm has adopted a Code of Ethics to ensure we uphold our fiduciary duty to our clients. A copy is available upon request. Information about any disciplinary history for our firm can be found at the SEC's investment adviser public information website www.adviserinfo.sec.gov.
Contact Information:
Digitas Global, LLC dba Net Financial
24285 Katy Freeway, Suite 300, Katy, Texas 77494
Email: [email protected]
Phone: (346) 258-6100