Integrating Financial Planning & Tax Planning - Brookfield, WI

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

Our wealth management process brings together financial planning, investment management, and tax planning to proactively help you answer difficult questions, such as:

Should you do a Roth conversion?
When should you realize capital gains?
When should you claim Social Security?
How can you keep Medicare (and/or Affordable Care Act) premiums low?
Should you save pre-tax (Traditional) or after-tax (Roth) money in your IRA or 401(k) plan?
When should you take your pension?
What account types should hold various asset classes?
Are tax-free municipal bonds appropriate for you?
What is the most efficient way to give to charity (Qualified Charitable Distributions, Donor Advised Funds, Charitable Remainder Trusts, etc.)?

Income Shifting

Tax Loss Harvesting

Asset Location

Charitable Giving

Estate & Gift Planning

Roth IRA Conversions

Education Funding

Tax Bracket Management

Asset Location

Why Choose BKM Wealth Management?

Holistic Strategy

Align your financial plan, investment portfolio, 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 or click the link below to schedule a free consultation.