Who likes paying taxes, the Beatles sure didn’t!
“Let me tell you how it will be, there's one for you, nineteen for me” Taxman by the Beatles (1996), written by George Harrison and was released as the opening track on the Revolver album.
While most of us may not relate to the exact math, the sentiment still rings true: no one wants to pay more in taxes than they have to. The natural question becomes—what can I do about it?
At Citadel Wealth Management, now is the time to spring into action. Tax planning isn’t a once‑a‑year obligation, it’s a year‑round, multi‑year strategy. One of our key services is an annual review of each client’s tax return. Your most recent return gives us a critical baseline to proactively plan not just for this year, but for 2026, 2027, and 2028 and beyond.
This year, we're taking that process a step further by incorporating a powerful new planning tool called Holistiplan.
Think of Holistiplan the way a doctor thinks of lab work. Just as a blood report provides insight before prescribing treatment, Holistiplan gives your financial planner a clear, accurate picture of your tax landscape before recommending strategies. It highlights key data points such as:
- Your marginal tax bracket (what your next dollar of income will be taxed at)
- Detailed investment income analysis
- Medicare premium considerations
- A clear itemized deduction summary
Come see us at Citadel Wealth Management, we are the "Tax Ninja’s", breaking down complex tax planning matters into clear visuals and enable proactive “what-if” planning.
I’ll leave you with one final quote that still holds true today:
“The avoidance of taxes is the only intellectual pursuit that still carries any reward.”
— John Maynard Keynes
Ready to change the tune? Let’s plan ahead.