Proactive, Year-Round Tax Planning & Compliance
At SMITZ Private Wealth Advisors, tax planning isn’t a last-minute rush before filing season — it’s a continuous, data-driven process. We take a proactive approach to identify opportunities throughout the year that minimize your tax burden, maximize after-tax returns, and keep your financial strategy fully compliant with current regulations.
What We Do
Our team analyzes your entire financial picture — income sources, investment portfolios, business activities, real estate, and charitable goals — to build a customized tax roadmap. We anticipate potential issues before they arise and ensure your documentation, elections, and filings are always precise and audit-ready.
SMITZ Private Wealth Advisors collaborates directly with your CPA, estate attorney, and financial advisor to unify your planning approach. From entity structure design to timing of capital gains, we focus on strategies that not only reduce current-year taxes but also optimize your lifetime tax efficiency.
Our Philosophy
We believe that smart tax planning should integrate seamlessly with investment management, retirement goals, and estate strategy. By aligning these components, SMITZ Private Wealth Advisors helps you retain more of your wealth, protect your future income, and make informed decisions with confidence.
Specializations
Our expertise spans complex situations — from high-net-worth individuals and corporate executives with stock-based compensation, to multi-state business owners and globally mobile professionals. Whether you’re navigating alternative minimum tax, capital gains timing, or cross-border reporting, we ensure every move you make supports both compliance and optimization.
We help executives and employees manage complex equity packages, including Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Non-qualified Stock Options (NSOs), and Employee Stock Purchase Plans (ESPPs). SMITZ Private Wealth Advisors models your vesting schedule, estimated taxes, and long-term capital gains opportunities so that your decisions are strategic, not reactive.
Our goal is to optimize diversification while minimizing unnecessary tax exposure, ensuring your stock compensation becomes a true wealth-building tool rather than a tax liability.
Giving strategically can generate significant tax advantages. SMITZ Private Wealth Advisors designs charitable giving plans that leverage Donor-Advised Funds (DAFs), appreciated securities, and bunching strategies to amplify both impact and deductions.
We guide you on timing donations, avoiding capital gains, and coordinating with investment rebalancing to achieve meaningful giving with measurable tax benefits.
Selecting the right business structure (LLC, S-Corp, C-Corp, or partnership) can save thousands annually. We evaluate your income sources, deductions, and QBI eligibility under Section 199A to design a structure that maximizes after-tax profits while maintaining compliance.
SMITZ Private Wealth Advisors also monitors ongoing tax law updates that affect small business owners, ensuring your entity remains efficient and future-proof as you grow.
Withdrawals during retirement can create unnecessary tax spikes if not coordinated properly. SMITZ Private Wealth Advisors helps you plan Roth conversions, sequence distributions, and manage Required Minimum Distributions (RMDs) to maintain control over your tax bracket and long-term portfolio sustainability.
Our process ensures your income strategy aligns with Social Security timing, Medicare premiums, and estate objectives for complete peace of mind.
Real estate investors benefit from deductions such as depreciation, cost segregation, and 1031 exchanges. SMITZ Private Wealth Advisors identifies opportunities to offset active and passive income streams while maintaining compliance with passive activity loss rules and material participation standards.
We help clients reinvest intelligently to compound gains without triggering unnecessary taxable events.
For clients with residences, assets, or business operations across multiple states or countries, SMITZ Private Wealth Advisors provides comprehensive residency and compliance guidance. We address issues such as apportionment, foreign tax credits, FATCA reporting, and treaty benefits to prevent double taxation and maintain regulatory confidence.
Areas of Expertise
Roth conversions • Tax-loss harvesting playbooks • Qualified Business Income (QBI) optimization • Executive compensation structuring • Real estate cost segregation • Multi-state filing management • International tax coordination • Charitable bunching & Donor-Advised Funds • Retirement income sequencing.
Our Process
1. Discovery & Analysis: We start by reviewing your prior tax returns, income sources, and investment accounts
to identify immediate tax-saving opportunities.
2. Strategy Development: Our advisors create an actionable plan that integrates with your investment and estate goals.
3. Implementation: Working hand-in-hand with your CPA, we ensure each tactic is executed accurately and on time.
4. Review & Adjustment: Tax laws change—so we revisit your plan quarterly and adjust it for new legislation or personal milestones.
Why Choose SMITZ Private Wealth Advisors
- We use a multidisciplinary approach blending taxation, finance, and law.
- Every strategy is data-backed, audited for compliance, and designed for sustainability.
- Our advisors provide clarity, not jargon, empowering you to make smart financial choices.
- We serve individuals, families, and business owners across multiple jurisdictions with unmatched precision.
Questions? Contact us or call +32 2 710 51 75. SMITZ Private Wealth Advisors will help you reduce taxes legally, stay compliant, and grow your wealth efficiently — today and for decades to come.
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