60bf6f745ec21a80311ce502_Invest-Icon - Next Gen Financial Planning

60be5f08a87071e50ca34cd1_InvestingSquare-p-500 - Next Gen Financial Planning

TAX PLANNING

Tax Planning is an essential part of your financial plan

Get help from Next Gen, a professional finance coach with advanced experience on wealth and financial scaling. Let’s explore how we can assist you in planning for all aspects of your taxes.

SCHEDULE SESSION

— Tax Exemptions

Enhance Your Tax Deductions

Working with a financial advisor can help you get more out of your taxes than simply submitting return filings on your own. A financial advisor can look at your finances with an informed and strategic eye, identifying deductions and credits which you may otherwise be unaware of or not take full advantage of. In addition, a financial advisor can ensure that filing deadlines are met, furthering the goal of maximizing any deductions or tax savings available in order to reduce your overall burden. Going forward, their advice and guidance can aid you in taking long-term measures to continue saving money on taxes.

LEARN MORE

Next Gen - Financial Solutions (13) - Next Gen Financial Planning

High Impact Results

250+

SATISFIED CLIENTS

98%

CLIENT SUCCESS

5M+

SATISFIED CLIENTS

— TAXES —

Consulting services for
managing your taxes

5f907a0d9bb26b58bf347753_Asset 3 - Next Gen Financial Planning

Tax Bracket

Save money, time, and no longer stress with us managing your taxes for you. Not only will we help you maximize your deductions and utilize any existing credits or incentives, but we can provide advice on investments that might be beneficial for you in the long-term.

5f907b6af8b68948d13030cd_Asset 4 - Next Gen Financial Planning

IRA Conversions

Being well-versed in IRA conversions, allows individuals to convert traditional individual retirement accounts of any size into Roth IRAs without incurring taxes or fees from IRS penalties. By utilizing Next Gen’s expertise, clients can rest assured that their IRA conversion will be maximized.

5f907b8c2e3f1e24b46b98f0_Asset 5 - Next Gen Financial Planning

Maximize Income

We provide invaluable guidance and security, especially for those who are feeling overwhelmed by the process of saving or making their money work for them. We are experts at analyzing investment opportunities and assessing risk levels.

LEARN MORE

Latest Articles -Investing

SEE ALL ARTICLE

Breaking Free from Credit Card Debt: A 5-Step Guide

April 1, 2024

In our modern economic landscape, credit card debt is an all-too-common financial burden that can stifle dreams, dampen spirits, and create an ongoing cycle of stress. If you’ve found yourself entrenched in the quicksand of credit card debt, it’s important to know that you’re not alone, and that a strategic, step-by-step approach can pave the […]

Net Worth Defined and Calculated: What Is My Net Worth?

March 11, 2024

Net worth is a crucial metric for evaluating an individual’s financial health, offering a snapshot of where you stand monetarily at any given point. This comprehensive figure is the result of subtracting your total liabilities from your total assets. Understanding and calculating your net worth is not only essential for tracking your financial progress over […]

Financial Planning in Your 20s: A Blueprint for Young Professionals

March 11, 2024

Your twenties can be a whirlwind of experiences – from your first job to traveling the world, and maybe even furthering your education. However, one of the most important and often overlooked aspects of this crucial decade is financial planning. Though it might seem too early to start worrying about your financial future, the truth […]

LET NEXT GEN HELP

Tax Planning Process

— TAX SERVICES

Have a Tax Plan that Stands the Test

Next Gen makes it simple to have your taxes taken care of without any hassle – with an effective plan that fits every client’s needs. Having a reliable source like them on your side will give you the freedom to focus on more important tasks knowing that everything is being handled by a professional team. Next Gen not only takes away the stress of preparing taxes, but also gives clients peace of mind that their financial needs are being met.

LEARN MORE

5f9197747168d754cf8bf242_Asset 2 - Next Gen Financial Planning

INVESTING

5f9197b07052792122b5e745_Asset 3 - Next Gen Financial Planning

TAX
PLANNING

5f9197e008173ab50b711aa1_Asset 4 - Next Gen Financial Planning

CASH FLOW & DEBT

5f9198167eae51c042fb1b37_Asset 10 - Next Gen Financial Planning

STUDENT LOANS

5f919806db7e743a0da67d7b_Asset 9 - Next Gen Financial Planning

ESTATE PLANNING

INSURANCE

VIEW PLANNING PROCESS

Frequently Asked Questions

Financial advisors are experienced professionals who can help clients get a handle on their financial health. Not only do they provide comprehensive advice in the area of taxes, but also specialize in resolving tax issues and planning ahead for future ones – including estate and trust returns.

When it comes to taxes and finances, the best bet is always consulting the pros. Certified Public Accountants (CPAs) are invaluable resources for navigating tax planning while Certified Financial Planners (CFPs) provide sound guidance on financial advice – sometimes they even offer a combination of both!

CPAs have specialized skills such as bookkeeping, tax preparation and auditing, allowing them to assist with more technical financial needs. On the other hand, CFPs focus on overall financial planning and providing advice for retirement planning and investments. Which certification is better for you depends entirely on your financial goals— if you need help with filing taxes or analyzing your current finances, a CPA is what you’re looking for; however, if you want advice and assistance on developing long-term wealth management plans then working with a CFP may be better suited to your needs.

If you possess substantial wealth, a wealth advisor could be the key to unlocking your personal fortune. These professionals specialize in helping affluent individuals maximize their financial success and ensure they have adequate resources for years to come – potentially ensuring millions of dollars remain within the family legacy!

When meeting with a financial planner, it is important to ask the right questions. First, inquire about their credentials and experience. Make sure they are licensed and experienced in the field of financial planning. Additionally, understand their fee structure and if they offer any additional services as part of their services package. Ask them what strategies they feel confident employing to grow your savings or investments portfolio in a safe yet profitable manner. Also find out their process for managing decisions when it comes to changes in the market in order to protect your finances. Asking all of these questions will help you make an informed decision about your financial future.