Tax Management

Don’t Overpay.

In partnership with your tax professionals, we take a proactive approach to tax management and planning. Through our collaborative efforts, we work to minimize your present and future tax overhead to enhance the return potential of your portfolio.

Focuses of Managing Taxes

Using tax minimization strategies like Net Unrealized Appreciation (NUA)

Tax planning for business owners

Reducing tax impact of Required Minimum Distributions (RMDs) with qualified charitable distributions (QCD) and Roth conversions

Tax planning for liquidity events like buyouts of closely held businesses or selling real estate.

Strategies to reduce taxes by increasing deductions or reducing taxable income.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.

A Successful Entrepreneur: Jason

Jason is a middle-aged owner of a chemical company he has been working hard at building over the last fifteen years. He has sacrificed time with his family, relationships, and other opportunities to see his vision become a reality. He has done so well; larger companies have taken notice and are interested in buying his business. Jason has mixed emotions as he is very proud of what he has accomplished but likes that selling the business would offer financial security for his family and the ability to focus on other areas of his life.

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