Savant - University Wealth Management
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Tax Advisory and Preparation

Part of Your Integrated Team

Navigating today’s regulatory environment can present an ever-changing list of challenges as you try to manage your taxes. The complex nature of tax laws and tax planning make the need for professional tax assistance clear.

Savant’s in-house team of tax professionals and CPAs focuses on the details, regularly following the status of proposed tax law changes and applying their knowledge to your individual situation. We address our clients’ needs by offering tax preparation services as part of an integrated and holistic approach to wealth management.

Our tax team collaborates with your advisor to uncover and identify ongoing opportunities for you to consider—not just during tax season, but throughout the year.

We offer a wide range of tax planning and preparation services for individuals and families, partnerships, corporations, and trusts. Savant has a large, team of CPAs and tax professionals ready to partner with you.

Tax Advisory and Preparation

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TaxSpotlight

Tax Planning Strategies

Often, university employees don’t take advantage of underused tax planning strategies. Our tax planning focuses on helping clients achieve tax balance in retirement, exploring tax advantage opportunities in university benefit plans, and evaluating tax savings opportunities while you work.

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Wise Counsel for University Professionals

Our advisors have specific and in-depth knowledge about university employee benefit programs and retirement plans. We work with university faculty, physicians, and other professionals. We are not associated with any university or any retirement vendor, and we have no access to your private retirement or personnel information.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Savant is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.savantwealth.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.