Integrating Financial Planning & Tax Planning
At BKM Wealth Management we understand that holistic financial planning must include advanced tax planning. While we are more than happy to work with your trusted tax professional, we are also proud to offer the expertise of our in-house Certified Public Accountant (CPA), Matt Kabitzke, to help plan, prepare and file clients' income taxes.
Proactive strategies to minimize your tax liability
Integrating your financial plan with the tax strategies below may significantly reduce your tax burden and/or your Medicare/ACA premiums.
- Income Shifting & Tax Bracket Management
- Tax Loss Harvesting
- Asset Location
- Charitable Giving
- Estate & Gift Planning
- Roth IRA Conversions
- Education Funding
Why Choose BKM Wealth Management?
- Holistic Strategy: Align your investment and tax strategies for maximum efficiency.
- Proactive Planning: Anticipate tax implications of withdrawal and investment decisions, not just during tax season.
- Tax-Smart Investments: Make investment choices with tax implications in mind for potentially better net returns
- Long-Term Relationship: Build a deep, lasting relationship with a firm that knows your entire financial picture.
- Accuracy & Efficiency: Reduce errors and streamline your income tax processes.
- Confidentiality: Your sensitive information is held securely by a firm that takes your data privacy and protection seriously.
Get Started Today
Take the stress out of tax season and help ensure your financial success with our expert tax services. Contact us today to schedule a consultation with Matt Kabitzke.