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Benny Hevia Wealth Management  
Empowering the Lives of people we serve.
Call us: (813) 693-8000
Call us: (305) 556-4000
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Tax Planning


Perhaps the most impactful 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 heirs. We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.

Benny Hevia Financial has a strategic alliance with Stovall & Associates, Ltd.; utilizing their team of CPA’s to provide tax planning, preparation and filing services for our clients. Our clients receive proactive 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.

Throughout the year, Stovall & Associates, Ltd., will monitor tax law changes that could affect our clients, recommending tax savings strategies as well as serving as your advocate in tax matters. Our client’s tax returns are prepared to take advantage of all the deductions, credits, and exclusions allowed to minimize your tax burden.

Based on this strategic alliance, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.

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

Benny Hevia Financial does not offer tax planning services, but has a strategic alliance with Stovall & Associates, Ltd., to provide account and tax services.

Strategic Alliances

Nick Stovall is at the forefront in accounting; strategic retirement planning; business, IRA and technical taxation; tax law and policy; and investing. With his extensive knowledge and background, Stovall also wrote “The Future of Taxation: And How to Prepare.” Stovall has been featured on national media outlets including The Wall Street Journal’s MarketWatch, Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. In January 2010, after two decades of public accounting and C-level private industry experience, he founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm located in Minnesota. As owner, president, and chief tax strategist for the company, Stovall provides an invaluable perspective on the intricate relationships between tax and business issues to clients across the United States and Europe.

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Tax Planning
27251 Wesley Chapel Blvd.
Suite 1023
Wesley Chapel, Fl. 33544
Phone: (813) 693.8000
6175 NW 153 St
Suite 300
Miami Lakes, Fl. 33014
Phone: (305) 556-4000
Fax: (888) 317-7314
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