Strategic Tax Planning

Tax planning is vital to maximizing and retaining your wealth.  After decades of hard-work and growing assets, it doesn’t make sense to give your gains away to
Uncle Sam unnecessarily.  

Annual Tax Planning

Ongoing, annual planning meetings focused on charitable gifting strategies, QCDs, maximizing deductions, retirement plan contributions and more.

Long-Term Planning

With a focus on overall tax efficiency, FBG optimizes client’s distribution strategy, Roth conversions, tax-smart savings priority, gifting and succession planning.

Tax-Efficient Investing

FBG’s trading platform seeks to reduce tax liability through loss harvesting, deploying monthly rebalancing.

Taxes should be an integral part of your overall financial planning discussion, not just a dreaded annual return. Our access to tax specialists and CPA partners allows us to stay up to date with evolving tax laws and optimize all areas of your tax return. Whether it is retirement plan contributions, Roth conversions, tax loss harvesting, charitable planning or gifting; the focus is not on what you earn, but what amount of your wealth is ultimately retained.

Proper tax planning should not be short-sighted with only today’s deductions in mind. A strategic approach should optimize both your present and future tax liabilities. 

Through an adaptive, customized tax and financial plan, we actively work with clients to minimize taxes in order to maximize their overall wealth legacy.

Latest Insights


What is the Kiddie Tax?

As an advisor who works with clients in their 30s and 40s, I spend much of my time talking about children. Besides discussing how much fun kids are or how little their parents are sleeping, a majority of these conversations focus on the best way to save for childre…


5 Planning Steps to Consider Before Year-End 2022

As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to your children or grandchildren, accomplish your charitable goals, and engage in smart income tax planning…


Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2022 Update

The bad news is that there is a federal tax on assets that you give away during life, at death, and to individuals two or more generations below you. The good news is that this tax…

Discover how we can help you achieve your goals.

Thank you for your interest in learning more about how we can partner with you. Schedule a no-cost meeting, and one of our wealth managers will reach out to start building a comprehensive plan that truly supports your goals.

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