Just saw us on

?

Tax Advisory Services

Tax Minimization servies in Las Vegas, NV

At Cornerstone Tax Advisory, we take an integrated approach to financial planning that includes tax minimization strategies. Taxes are one of the single largest expenses we have, yet we spend little time considering the impact they have on our financial plan. Every financial move you make has tax implications, so having a comprehensive retirement plan with tax-smart investment strategies is vital.

Typical Client Journey

Tax Assessment and Planning

Develop a personalized tax strategy to minimize tax liability while complying with tax laws

Tax Compliance

Ensure compliance with changing tax regulations and optimize deductions and credits

Ongoing Tax Monitoring and Adjustments

Continuously monitor changes in your financial situation and tax laws. Make proactive adjustments to your tax strategy as needed to adapt to life events and financial goals

Our Tax Advisory Focus

The main goal of tax planning is to generate tax diversification. Whether it is income taxes, capital gain taxes, or estate taxes, our team will assess your tax liabilities and develop strategies to minimize what you will pay in taxes when it comes time to retire. We will review the taxable nature of our current holdings and recommend strategies to reduce your tax burden through the use of retirement accounts such as an IRA or Roth IRA. At Cornerstone Tax Advisory, we will go as far as to develop tax strategies for passing on your wealth to your beneficiaries.

Our focus is to find ways to put more money back into our clients’ pockets. There are many opportunities to accomplish this when your retirement planning is bundled and managed by the same firm. We believe that increasing your tax efficiency can be achieved when aligning investment management, retirement planning, and estate planning under one roof.

Meet Chris, Las Vegas Tax Expert

Christopher (Chris) Pepper, E.A. has over 15 years of tax experience working in national firms and more recently with a large family office with over $4 billion in assets.  Over his career, he has worked with high-net-worth individuals, family offices, partnerships, and S-Corporations.  He provides forward-thinking planning and consulting to meet the financial goals and objectives of his clients.

As a licensed Enrolled Agent, Chris is available to handle matters and strategies around planning for income, estate, gift, payroll, inheritance, non-profit, and retirement taxes. The Enrolled Agent status is the highest accredited designation the IRS can award. Originally from New York, Chris graduated from CW Post – Long Island University in 2004, where he was president of Beta Alpha Psi. After college, Chris went to work at one of Long Island’s largest CPA firms focusing on a wide range of industries. After relocating to Philadelphia, he settled in Henderson, NV in 2012 where he lives with his wife and three children.

chris pepper

Tax Advisory & Tax Planning

FREQUENTLY ASKED QUESTIONS

What do Tax Advosrs do?

A tax advisor plays a crucial role in helping individuals and businesses navigate complex tax codes. They provide expert guidance on tax planning, compliance, and strategies to minimize tax liabilities while ensuring full adherence to tax laws.

Hiring a tax advisor offers several benefits. They have in-depth knowledge of tax laws and regulations, helping you maximize deductions and credits. They also save you time, reduce the risk of errors, and provide peace of mind that your taxes are handled professionally.

Yes, tax advisors specialize in tax-efficient retirement planning. They can help you make strategic decisions about retirement account contributions, withdrawals, and investments to minimize taxes during retirement and ensure financial security.

Tax advisory services benefit individuals, small businesses, corporations, and anyone seeking to optimize their tax situation. Whether you’re planning for retirement, managing investments, or dealing with complex tax issues, a tax advisor can provide tailored solutions to meet your needs.

 
 
 
 

Tax Planning Articles

Cornerstone Wealth

SERVICES

Cornerstone Wealth

Schedule a Call

Ready to take control of your financial future? Schedule a call with Cornerstone Wealth Management today.

Birthdays Over 50 Worth Celebrating
READ OUR LATEST GUIDE

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

The Fundamentals of Estate Planning
READ OUR LATEST GUIDE

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

Addressing Market Volatility in Today's World
READ OUR LATEST GUIDE

Addressing Market Volatility in Today's World

Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.

What to Consider in Your Charitable Giving Plan
READ OUR LATEST GUIDE

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

The Importance of Designating Beneficiaries
READ OUR LATEST GUIDE

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Managing Inflation in Retirement
READ OUR LATEST GUIDE

Managing Inflation in Retirement

You may have noticed that the things you buy regularly have become more costly, and you may be pondering if inflation will stay high. For individuals close to retirement or already retired, it is essential to take measures to protect themselves from the eroding effects of inflation.

Birthdays Over 50 Worth Celebrating
READ OUR LATEST GUIDE

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

The Fundamentals of Estate Planning
READ OUR LATEST GUIDE

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

The Birth of a Grandchild
READ OUR LATEST GUIDE

The Birth of a Grandchild

Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.

Cornerstone Wealth

WELCOME TO OUR NEW SITE

We've Made Some Big Changes

We’re delighted to introduce our new and improved online space tailored to elevate your online experience.

If you have any thoughts, questions, or if you’d like to schedule a consultation drop us a line. Your insights help us refine our services.

Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

Skip to content