Tax Planning Strategies
Optimizing Returns With Tax Mitigation Strategies
Optimize More Than Your Taxes
Strategic Tax Planning for Landowners, Business Builders, and Legacy-Minded Families
Effective tax planning isn’t just about saving money — it’s about making smarter decisions with the wealth you’ve worked hard to build. At Outrider Wealth & Financial Planning, we offer proactive, personalized tax strategies designed to help you preserve wealth, reduce liabilities, and stay aligned with your long-term goals — especially when your financial life includes land, livestock, oil and gas income, or business ownership.
Strategies to Help You Keep More of What You Earn
Tax planning is the art of aligning your finances in a way that honors both the letter and the spirit of the law — while keeping more of your hard-earned income working for you. Whether you’re self-employed, own rental or ranch property, or are preparing for a generational transfer of wealth, our approach is strategic, ethical, and tailored to your lifestyle.
We support you through:
Everyday Needs: Managing current tax obligations, deductions, and reporting with precision.
Long-Term Strategy: Crafting a forward-looking tax plan that supports retirement, business transitions, land conservation, and estate goals.
The Outrider Wealth & Financial Planning Approach
Tax Planning Solutions That Fit Your Life
Comprehensive Review and Planning
We begin with a full review of your current and historical tax returns, income sources, and asset mix — from property and business income to royalties and passive investments — to uncover hidden opportunities and inefficiencies.
Business and Entity Structuring
Whether you’re newly relocated to Texas or managing a growing operation, we help optimize your business setup — including LLCs, S-corps, and family entities — to support both income generation and asset protection.
Income Tax Strategy
From retirement contributions and income deferral to maximizing deductions related to ranching, real estate, or energy production, we help structure your income with tax-efficiency in mind.
Land and Conservation-Based Planning
We offer guidance on land conservation easements, charitable strategies, and other opportunities that allow you to reduce tax liability while protecting the land you value most.
Estate and Transfer Tax Coordination
Working in tandem with your estate plan, we provide strategies to reduce estate and inheritance taxes — preserving more of your wealth for the next generation.
Investment and Alternative Asset Tax Planning
We structure your investment portfolio — including real assets, crypto, precious metals, and tax-advantaged accounts — in ways that reduce taxable exposure while supporting long-term goals.
Year-Round Monitoring and Guidance
Tax strategy isn’t a once-a-year event. We keep tabs on legislative changes, business milestones, and market shifts to ensure your plan evolves as you do.