Tax-Aware Planning

Atlantic Investments A Registered Investment Advisor, Inc. considers the tax implications of investment and retirement planning decisions as part of a coordinated financial strategy.

Tax considerations can influence retirement income planning, portfolio withdrawals, and long-term wealth transfer. Evaluating the potential tax impact of financial decisions may help investors better understand how taxes affect long-term financial outcomes.

Our role is to help clients evaluate financial decisions with awareness of potential tax consequences while coordinating with qualified tax professionals when appropriate.

Coordinated Tax Planning

Atlantic Investments has a strategic alliance with Stovall & Associates, Ltd., an independent certified public accounting firm.

Through this relationship, clients may have access to professional tax analysis and planning services provided by licensed CPAs. Clients may also receive guidance on tax reduction strategies based on their income, expenses, individual circumstances, and long-term objectives.

Proactive tax planning gives clients the opportunity to evaluate strategies and identify ways to improve long-term tax efficiency. Throughout the year, Stovall & Associates may also monitor tax law changes that could impact clients and provide insight into relevant considerations.

As part of this partnership, we aim to implement thoughtful financial strategies designed to help minimize year-to-year tax liabilities while supporting your ability to maintain your desired standard of living throughout retirement.

Tax-Aware Planning Services

  • CPA Prepared Roth Conversion Analysis
  • CPA Prepared 2nd Opinion Prior Year Individual and Business Tax Return Reviews
  • 1040 Tax Optimization Reports
  • Personalized Tax Reduction Reports

 

Experience

Nick Stovall, CPA/PFS, CGMA, MBA

Nick Stovall is a leader in accounting, strategic retirement planning, and complex areas such as business, IRA, and technical taxation, as well as tax law, policy, and investing. He is also the author of “The Future of Taxation: And How to Prepare,” reflecting his deep expertise and forward-looking approach to tax strategy.

Stovall has been featured in national media outlets including The Wall Street Journal’s MarketWatch, InvestmentNews, Bloomberg, and various radio programs, where he provides insight on tax and financial topics.

In January 2010, following more than two decades of experience in public accounting and C-level roles in private industry, he founded Stovall & Associates, Ltd., an independent CPA firm based in Minnesota. As owner, president, and chief tax strategist, he offers clients a comprehensive perspective on the complex relationship between tax strategy and broader business and financial planning across both the United States and Europe.