Wealthy Families Want More Tax-Planning From Their Advisors

April 7, 2020

Wealthy families are demanding less market commentary and more advice on how to avoid overpaying the government in taxes.  At Brandywine Oak, we focus extensively on how to minimize a family’s tax burden not only each year but over their lifetime.  Proper tax planning cannot be accomplished without annually reviewing each family’s individual tax return and tax circumstances in detail.

While all of history confirms that while declines in the stock market are temporarily, overpaying in taxes is permanent and you never recoup those dollars.  Regardless of how the stock market may be performing, driving hard dollar tax savings should be an ongoing and deliberate focus.

To learn more, please take a moment to read Forbes new article: