Collaboration That Counts
At TruMix Advisors, we collaborate directly with your CPA—or help you find one—to ensure your tax strategy is fully integrated with your investment, estate, and retirement plans.
We use innovative financial software to uncover opportunities, model scenarios, and keep your plan aligned year-round. It’s a team effort, and we’re in it with you.
Here’s how tax planning connects to everything we do:
- Tax-Efficient Investing – Structuring portfolios to incorporate tax considerations and potentially improve after-tax returns
- Estate & Legacy Planning – Coordinating with your CPA and attorney to ensure your wishes are aligned with tax considerations
- Retirement Income Strategy – Crafting a withdrawal strategy, Roth conversions, and Social Security timing with tax efficiency in mind
- Business Owner Planning – Supporting entrepreneurs by providing guidance in aligning their tax and legal considerations with entity structure, income strategies, and succession planning
- Executive Compensation – Navigating stock options, RSUs, and deferred comp with tax efficiency in mind
- Education Strategy – Balancing 529 plans, financial aid eligibility, and gifting strategies
- Loan Optimization – Helping high-income professionals manage student loans with tax-aware repayment plans
