Tax Planning Cheyenne

Tax Planning Management Strategies | Asset Financial Planners

At Asset Financial Planners, we specialize in high-impact tax planning for clients seeking to preserve wealth and minimize liability. Managing 100 million in assets, we provide a multidisciplinary approach by partnering with Kirsten Anderson CPA and Ascent Accounting & Advising. This strategic alliance allows us to provide access to premier tax preparation and business tax consulting for the Cheyenne community. From estate planning to investment management, financial planning we work with top Cheyenne accountants to ensure your financial legacy is protected. Contact our Cheyenne office today.

www.ascentwyo.com

At Asset Financial Planners, we specialize in high-impact tax planning for clients seeking to preserve wealth and minimize liability. Managing 100 million in assets, we provide a multidisciplinary approach by partnering with Kirsten Anderson CPA and Ascent Accounting & Advising. This strategic alliance allows us to offer premier tax preparation and business tax consulting for the Cheyenne community. From estate planning to investment management, and financial planning, we work with top Cheyenne accountants to help ensure your financial legacy is protected. Contact our Cheyenne office today.

Why Tax Planning is Essential for Your Financial Future

Tax planning is the proactive process of arranging your financial affairs to minimize the amount of taxes you pay over your lifetime. Unlike tax preparation, which simply records what happened in the past, strategic planning looks ahead to maximize your wealth.

  • Maximizing After-Tax Returns: It’s not about what you earn; it’s about what you keep. By utilizing tax-efficient investment vehicles, we ensure more of your growth stays in your portfolio.
  • Mitigating Future Tax Hikes: With shifting federal and Wyoming-specific tax landscapes, we work with partners like Kirsten Anderson CPA and Ascent Accounting & Advising to shield your assets from future rate increases.
  • Strategic Gifting and Estate Planning: Proper planning ensures that your legacy is passed on to your heirs or favorite charities rather than being depleted by avoidable estate or gift taxes.
  • Business Succession & Cash Flow: For business owners in Cheyenne, planning is the key to optimizing distributions and preparing for a tax-efficient exit or transition.

The Asset Financial Planners Advantage: By integrating tax strategies directly into your wealth management plan, we identify opportunities—such as Roth conversions or tax-loss harvesting—that a standard tax preparer might overlook.

What We Can Do for You

Managing $100 million in assets requires more than just picking stocks; it requires a coordinated defense against taxes. At Asset Financial Planners, we act as the "quarterback" of your financial team, ensuring every investment decision is vetted for tax efficiency.

Through our close collaboration with Kirsten Anderson CPA and Ascent Accounting & Advising, we provide a 360-degree service model that standard firms simply can’t match:

  • Year-Round Tax Optimization: We don't just wait for April. We actively manage tax-loss harvesting and asset location strategies throughout the year to keep more money in your portfolio.
  • Coordinated Wealth Protection: We bridge the gap between your investments and your tax return. Our team works directly with your Cheyenne accountant to ensure your 1099s, cost-basis reporting, and K-1s are handled with precision.
  • High-Impact Retirement Strategies: We specialize in Roth conversions, RMD management, and Qualified Charitable Distributions (QCDs) to lower your tax bracket in retirement.
  • Business & Estate Planning: For business owners and high-net-worth families, we provide advanced guidance on succession planning and irrevocable trusts to minimize federal and estate tax exposure.
  • Proactive Compliance: With the 2025 tax law shifts, we keep your plan ahead of the curve, ensuring you take full advantage of current SALT deductions and business tax credits.

Our Goal: To provide a single, unified strategy where your tax preparer and your wealth manager are always on the same page.

 

Contact us today to learn more about tax planning.

Note: We provide education regarding tax and estate planning services but do not offer tax or legal advice.

*This is not, and should not be construed as, a blanket recommendation, endorsement or sponsorship by United Planners (UPFSA) of Ascent Accounting or its employees. This firm is not affiliated with or employed by Asset Financial Planners or UPFSA, who do not provide tax services. Individuals must decide whether to hire this firm and the appropriateness of their services based on their personal needs. We do not supervise the firm and take no responsibility to monitor the services they provide to you. United Planners Financial Services has not reviewed the content of, and is not responsible for, the information or the results of the third-party website provided.