BMD’s holistic, tax-reducing financial planning services are geared toward identifying and reducing risk while achieving your short and long-term goals. The BMD team offers advice related to establishing a new business, cash flow planning, retirement savings, identifying and mitigating risk, estate and gift planning, charitable planning, education savings and planning for major expenditures.
We believe that proactive tax planning is crucial to legally minimizing your tax liabilities. We proactively incorporate tax planning as part of your overall financial strategy. Further, our tax team frequently attends tax seminars and researches IRS tax updates to accomplish the following goals:
- Stay abreast of the constantly changing tax legislation
- Regularly evaluate the best methods to pay the lowest possible amount of taxes allowable by law
- Identify ways to make sure that you take advantage of the related tax incentives which apply to your specific situation