LPL Tax Planning Services for Advisors

Enlist a team of CPAs and tax attorneys who enable you to deliver customized tax plans that differentiate your financial practice and elevate the value you provide to your clients.

Deliver customized tax plans that elevate your services.

The tax landscape is complex and ever-changing, and it requires technical knowledge and experience. When you partner with LPL Tax Planning Services, you add CPAs and tax attorneys to your team to deliver customized tax plans for your clients that elevate the value of your services and give you a competitive advantage.

We’ll work with you to review your book of business and identify clients who have specific personal, employment, and investment characteristics that help determine if they may benefit from tax planning. Then, on agreement to engage, we create a tax plan customized for each client on a case-specific basis.

"We consider the Tax Planning Services team as part of our team. We know most clients and their CPAs will likely want to vet us. We feel confident saying that ‘we do this now’ and know it differentiates us. So much so, that we just added our Tax Planning to our website!"

Brian Beasley

Structure Financial Group, LLC

Key Benefits of Tax Planning Services

Cost savings

Increase value by demonstrating a tangible cost savings benefit to your clients.

Technical questions answered

We answer the most technical of tax planning questions so you can attend to your clients tax planning requirements.

Actionable roadmaps

Deliver a one- to three-year actionable roadmap for future investments and strategies.

Ready to learn more?

Confidently and proactively expand your planning capabilities into a more comprehensive model that aligns well with your high-net-worth and business owner clients with LPL's Tax Planning Services.

Interested in learning more about the exclusive programs and services at LPL Financial, such as Tax Planning Services, that can help you achieve your vision of business success? LPL’s representatives are ready to answer your questions.

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Additional Solutions

Paraplanning

Launch, enhance, or scale your financial planning practice through added-value consultation and plan production by a team of planning professionals.

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Partial Book Sales

Whether in strategic growth mode or evolving your niche, Partial Book Sales helps you create capacity to regain focus on what matters most to you.

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Admin Solutions

Reduce daily tasks and optimize client communication with the help of an industry-experienced and highly-skilled administrative professional.

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Tax Planning Services FAQs

Which of my clients would benefit the most from Tax Planning Services?

While many of your clients would benefit, business owners and high-net-worth individuals who have sophisticated tax needs have the most to gain from a comprehensive tax plan.

We work with you to review your book and identify clients who have specific personal, employment, and investment characteristics that help determine if they may benefit from tax planning.

Then, on agreement to engage, we create a tax plan customized for each client on a case-specific basis.

How do I know what level of tax planning my client needs?

Tax Planning Services will work closely with you to understand your clients’ goals and the specifics of their situation. Then we’ll review and indicate whether there is an opportunity to minimize certain clients’ future tax liability, while also determining the level of engagement needed.

Who presents the tax plan and answers clients’ questions?

It’s up to you. Some advisors ask our tax planning team to co-present the plan to their clients in partnership with them, while others simply want to consult with us prior to the client presentations. Regardless of who presents, we’ll be available to guide you and answer your clients’ questions.

Disclosures

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

For Financial Professional Use Only.

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