Tax planning
Offers integrated tax guidance and tax-smart strategies.
JD's Tax-Smart Wealth Management
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About JD's Tax-Smart Wealth Management
Integrated tax and retirement planning is part of JD's Tax-Smart Wealth Management's services. Based in Las Vegas, the firm serves clients across the country with financial planning, wealth management, and tax guidance. Founded by tax professional and financial advisor Jimmy Epley, it offers customized planning for individuals, families, pre-retirees, retirees, and business owners. Services include investment management and estate strategies, along with business planning, tax-smart strategies, and succession guidance. Planning begins with clients' values and goals, then adapts as life changes. The firm also provides articles, videos, and calculators covering topics such as tax savings, retirement goals, and legacy planning.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement planning
Helps clients plan for retirement income and lifestyle needs.
Business planning
Integrates personal and business finances with succession guidance.
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