Tax Planning

At Capital Wealth Management we want to help to make your investment-related tax planning as painless as possible!

For a financial advisor, tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While we rarely make decisions based solely on their tax impact, we should have a working knowledge of your income and estate tax issues, (and costs involved), which we can cover during your portfolio reviews. 

We also offer a number of services that may help you simplify and better understand your overall tax planning process:

View tax documents online.

tax documents online

Available on Investor360°®


Investor360°® Integration.

tax integration

With H&R Block® & Turbo Tax®.


Tax information.

1099 delay

When will I receive it?


Tax documents you may receive.

tax documents

If you have an account with us.