# Tax Planning in Wealth Management

*URL:* https://christianfinancialadvisors.com/tax-planning-in-wealth-management/
*Updated:* 2026-10-13T05:12:04+00:00

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Tax Planning in Wealth Management

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Wealth management

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Tax planning in wealth management

"He said to them, 'Then give back to Caesar what is Caesar's, and to God what is God's.'" Luke 20:25

Tax planning is one piece of our wealth management puzzle. It includes:

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Pro-active vs. re-active approach

Taxes can take more than half of your passive and earned income every year. We believe in a "pro-active" versus a "re-active" approach to tax planning. Not all of our tax strategies will apply to everyone, but many will.

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We can work with your CPA

We will work with either your CPA or one we collaborate with. The goal is to legally and morally lower your taxes to a minimum each year, so you can give more to the causes you care about.

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The wealth management puzzle

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Learn about the other pieces

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Financial planning

[Learn more →](/services/financial-planning-services/)

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Investment management

[Learn more →](/services/investment-management-services/)

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Retirement planning

[Learn more →](/services/retirement-planning-services/)

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Estate planning

[Learn more →](/services/estate-planning-services/)

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Planned giving

[Learn more →](/services/planned-giving-services/)

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Talk with us about tax planning

We work alongside your CPA. Schedule a consultation to see which strategies could apply to you.

[Schedule a Consultation](/meet/consult/)[Call (830) 609-6986](tel:8306096986)

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Human page: https://christianfinancialadvisors.com/tax-planning-in-wealth-management/?vwao_human=1