Tax Planning

Brokerage Specialists has Robert Happold, CPA, on our team to help you ensure that your retirement plan takes full advantage of available tax credits and deductions so you and your heirs are maximizing wealth for generations to come. Robert specializes in retirement and income planning strategies to help you navigate the current tax laws and they effect you today and in retirement.

Brokerage Specialists now provides Tax return preparation. Perhaps the most potent piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your legacy.

Our clients receive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Tax Planning Services:

  • CPA-prepared Roth conversion analysis
  • CPA-prepared 2nd opinion prior year individual and business tax return reviews
  • CPA-prepared year-end tax filing services
  • 1040 tax optimization reports
  • Personalized tax reduction reports

We will monitor tax law changes that will affect our clients, recommend tax savings strategies, and serve as your advocate in tax matters. Our client’s tax returns are prepared so that they only pay what they are required to pay and not a penny more!

Brokerage Specialists, serving Omaha, Grand Island, York, Lincoln, Nebraska, and surrounding communities, strives to implement a sound, thorough financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.


Get To Know Us Better!

You are invited to come to one of our FREE educational seminars to learn about Social Security Maximization and receive your own personalized Social Security Income Report! See upcoming dates and reserve your seat at