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Building Wealth with Tax-Smart Investing: Insights from<br/>Michael, CPA

Building Wealth with Tax-Smart Investing: Insights from
Michael, CPA

In the complex world of personal finance and business management, making smart investment decisions often comes down to more than just picking the right assets. One of the most overlooked aspects of wealth building is the impact of taxes on investments. This is where Michael’s expertise in accounting and tax planning becomes invaluable.

A Strong Foundation in Accounting and Tax

With a Bachelor of Accounting from Texas Southern University and certification as a CPA, Michael's career began with roles at industry giants like Exxon Mobile, First Seismic, and Duke Energy. These experiences equipped him with a deep understanding of financial management and strategic planning. However, it wasn’t until he opened his CPA practice in 2001 that his passion for helping individuals and businesses grow their wealth through tax planning truly took off.

The Gap in Tax-Smart Investing

Over the years, Michael discovered a significant gap in the advice his clients received from their investment advisors—most of it lacked consideration for tax consequences. Clients were often shocked by how much they were losing in taxes on their investments. This sparked his mission to bridge that gap and integrate tax-smart strategies into investment planning.

A Holistic Approach to Wealth Building

Michael’s approach is rooted in a simple yet often overlooked concept: it’s not just about how much you make, but how much you keep. By incorporating tax strategies into financial planning, Michael helps clients minimize their tax liabilities while maximizing their returns. He works with individuals and business owners alike, guiding them to make informed decisions that align with their long-term goals.

Passion, Dedication, and Expertise

What sets Michael apart is his unwavering dedication to his clients’ success. His wealth of knowledge and years of experience are complemented by a genuine passion for seeing others achieve their financial dreams. Whether it’s assisting a business owner in growing their company or helping an individual save for retirement, Michael brings a combination of technical skill and heartfelt commitment to each client relationship.

Partnering to pursue Financial Success By choosing to work with Michael, clients gain more than just tax preparation or investment advice—they gain a partner who is truly invested in their financial well- being. With his deep understanding of tax-smart investing, Michael is equipped to help others navigate the complexities of the financial landscape and achieve their goals.

Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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Our Services


Retirement

Have you had an analysis done to see if you can continue the same lifestyle you live today at retirement?

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 Business Planning

Have you appraised your business recently?

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Investments

Are you happy with your level of risk and returns this past year?

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Education Planning

Have you determined what you will need to invest to educate your children and grandchildren?

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Tax-Smart

Do you feel you use all available techniques to reduce your federal and state taxes?

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Income

Do you feel comfortable that if you become disabled, all al your personal and business bills will be paid? Do you feel you have an appropriate amount of life and liability insurance given your financial goals?

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Why Us
Work with the best

By providing truly holistic financial planning through a tax-smart lens, coupled with over 40 years of empowering Financial Professionals and Tax Professionals with investment advice, Michael Rose and Avantax are dedicated to supporting you through the challenges and surprises on the road to achieving your goals.

Resources
Knowledge Leads to Financial Freedom

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Process

Our Process

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How Families Can Build a Financially Informed Legacy

How Families Can Build a Financially Informed Legacy

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Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

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Let's Get Started
Schedule a Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation