Tax Planning

Customized and Personalized

Taxes impact every aspect of your financial life.
Our team can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

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PROACTIVE APPROACH

Planning for Efficiency

Financial planning and tax efficiency go hand-in-hand. Whether you’re looking to properly save for retirement, help improve your income tax situation, or want help with your business taxes – we can create a customized plan for you.

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  • Investments

    Understanding the tax consequences related to your individual investments.

  • Retirement

    Maximizing your retirement plan savings under current tax law.

  • Business

    Evaluating business structure to optimize the benefits of the Internal Revenue code.

  • Industry

    Focusing on opportunities unique to your individual business or industry.

How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changed tax laws that impact retirement planning, mortgages, corporation, partnerships, small-business owners and even state taxes, to some degree.

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Preparation & Strategy

Did you know that the best time for tax planning is before year-end?

Why? Because there’s still time to take actions which will have an impact on the amount of taxes you pay in the current year.

Start The BW Tax Planning Tool

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Appointment

In 15 minutes we can get to know you – your situation, goals, and needs – then connect you with an advisor committed to helping you pursue True Wealth.