Connect
Connect with our CPAs, or your own, to review your full financial picture together.
Wealth Management
Tax Planning
Bring your financial and tax strategies together to uncover opportunities to preserve more of your wealth and strengthen your financial plan.
Collaborative tax services
Your wealth advisor can coordinate with your own CPA or draw on Krilogy Tax Services, whichever approach fits best with how you already manage your finances. Our tax planning services span individual, estate, and trust strategies. Either way, your tax strategy stays connected to your broader wealth plan.
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Tax Preparation
Accurate, timely filing for individuals, trusts, and estates handled as part of your broader wealth strategy.
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Tax Harvesting Strategies
Realizing gains and losses with intention throughout the year to help manage your overall tax liability.
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Managing Capital Gains and Liquidity
Timing asset sales and cash needs thoughtfully, so accessing liquidity doesn’t create unnecessary tax consequences.
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Charitable and Philanthropic Tax Planning
Structuring charitable gifts, including donor-advised funds and foundations, to support the causes you value while planning for the tax impact.
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Gift and Estate Tax Planning
Coordinating lifetime gifts and estate strategies to help preserve wealth across generations.
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Asset Transfer Techniques
Evaluating trusts, titling, and other transfer strategies to help transition wealth to the people and causes that matter the most to you, in the manner you intend.
How tax planning works
at Krilogy
At Krilogy, effective tax planning isn’t confined to a specific deadline. Your tax strategy comes together through an ongoing partnership between you, your wealth advisor, and your tax team, revisited as your life and the tax code change.
Identify
Identify tax-efficient strategies across your investments, income, and major life events.
Coordinate
Coordinate recommendations into your broader wealth strategy and investment plan.
Revisit
Revisit and reassess as tax law, your income, and your goals change.
Krilogy Tax Services: Tax planning connected to your wealth strategy
Krilogy Tax Services is an in-house team of tax professionals, including Certified Public Accountants (CPAs), who work directly with your wealth advisor to develop and manage tax-efficient investing and wealth strategies. Because your wealth management and tax teams coordinate around your complete financial picture, planning decisions are made with taxes in mind from the start, not adjusted for them after the fact.
Wealth Mapping
Explore your custom plan
Discover how our integrated Wealth Mapping approach brings every part of your financial life together into one clear blueprint, helping you accomplish more.
Tax planning insights
Updates and strategies from our tax services team on important tax rules, deadlines, and decisions.
JUL 16, 2026
3 MIN READ
3 MIN READ
Blog Articles
8 Tax Law Changes in 2026: What Individual Taxpayers Should Know
The One Big Beautiful Bill Act (OBBBA) was signed into law in 2025 and made sweeping changes across the tax code. While some provisions took effect immediately, several significant individual tax changes did not become effective until January 1, 2026. Now that we are more than halfway through 2026, many taxpayers may not realize just […]
MAY 5, 2026
3 MIN READ
3 MIN READ
Blog Articles
Missouri’s Homestead Disaster Tax Credit: What It Is, and Why Payments Are Delayed
Following the severe storms and tornadoes that impacted many Missouri communities in 2025, the Missouri legislature created a new tax credit intended to provide relief to affected homeowners and renters. This credit, known as the Homestead Disaster Tax Credit, is designed to help offset insurance deductibles paid on disaster‑related claims involving a taxpayer’s primary residence. […]
MAR 2, 2026
3 MIN READ
3 MIN READ
Blog Articles
The IRS Is Moving Away From Paper Checks: What Individual Taxpayers Need to Know | Krilogy Tax Services
As part of Executive Order 14247, “Modernizing Payments To and From America’s Bank Account,” the U.S. Treasury and IRS have begun a major transition toward fully electronic payments, both the refunds taxpayers receive, and the payments taxpayers send to the IRS. The goal is to increase security, reduce fraud, speed up processing, and cut the […]
Disclosure
Krilogy Tax Services, LLC is a separate affiliated entity whose tax professionals may coordinate with a client’s Krilogy Financial wealth advisor when the client engages both firms and authorizes that coordination.