Tax planning and financial planning go hand and hand so at Bridgewealth we strive to optimize tax reduction strategies in consultation with our clients’ tax professionals and help navigate which strategy would provide the most efficient outcome. We also work with you to prepare multi-year planning scenarios to assure the investment, retirement, or gifting strategies are most beneficial.
- Tax-advantaged accounts
- Tax-advantaged portfolio design
- Personalized tax-lot harvesting
- Charitable giving strategies
- Estate tax planning
- Income tax planning