At Omega Investment Management, we understand that proactive tax planning is essential to financial well-being. Beyond annual tax return preparation, strategic tax decisions can help minimize liabilities and enhance your financial potential throughout retirement and beyond.​

The Significance of Tax Planning

Effective tax strategies can positively impact various aspects of your financial life, including:​

• Retirement Income Management: Optimizing distributions for tax efficiency.​
• Investment Optimization: Structuring portfolios to minimize tax impact.​
• Charitable Giving: Maximizing deductions through planned giving.​
• Business Transitions: Navigating tax implications during ownership changes.​

Our goal is to ensure your financial strategies are as tax efficient as possible, aligning with your broader objectives.​

Tax planning works best when it’s integrated into your larger financial picture. That’s why we believe in working hand-in-hand with your CPA — making sure your investments, retirement, and estate strategies are all pulling in the same direction.

If you already have a tax advisor, we’re happy to collaborate with them. If not, we can introduce you to someone we trust and have worked with for years.

We often partner with Zachary Sahar, CPA, and Managing Director at Capital Tax in Walnut Creek. Zak brings a deep understanding of both individual and business tax planning, with a practical, client-first approach that aligns well with the way we serve our clients. He’s been a valued resource for many Omega clients looking to build smarter, more efficient tax strategies.