Tax Planning and Preparation

The in-house Mariner Wealth Advisors tax practice is comprised of more than 100 high-level CPAs and tax professionals dedicated to servicing clients who have sophisticated tax needs. Our team provides proactive tax analysis and year-round planning to complement a client’s overall wealth plan, helping to ensure that they are on the path toward achieving their financial goals.

 

How does the tax team add value to advisors?

  • Client Experience: We believe tax strategies are an integral part of a client’s overall wealth management strategy. Effective strategies can help reduce tax burden, optimize income and allow a client to efficiently transfer wealth to loved ones and charities. By incorporating one of our tax  professionals into the wealth planning process, decisions are made through a tax-efficient lens.
  • Client Retention: Multiple service offerings strengthen client relationships.
  • Business Development: Advisor solutions are a differentiator for Mariner Wealth Advisors, and tax is the most impactful. The idea of tax and wealth together is very attractive to prospective clients who don’t currently have that relationship.

 

Who are the ideal clients for our tax services?

As wealth increases over time, so does tax complexity. Our tax team is designed to handle complex tax returns and grow with our clients’ needs. The ideal candidate for our tax services typically has complex tax reporting and extensive planning needs and may benefit from tax consulting on an ongoing basis. Our tax team can add the maximum value for clients in the following areas:

  • Gifts and estates
  • Alternative investments
  • Trusts
  • Family offices
  • Private foundations or business ventures
  • Executive compensation

 

Engaging with the tax planning and preparation team includes several steps:

  • All advisors at Mariner Wealth Advisors have a dedicated tax office to work with.
  • Each wealth office and tax team meet on a regular basis to provide updates on capacity, new business, etc. These teams will determine how to utilize tax in their business development process, with guidance and involvement from central tax leadership.
  • Your tax resource will provide a quote for the market rate of the work; advisors are responsible for determining how that impacts the client financially.

 

 

Primary contact 

Jodi Robinson
913-378-9177

Email Jodi