Wealth Management & Taxes
When you partner with BerganKDV Wealth Management, we don't just partner with your CPA, we sit on the same side of the table.
A strong collaboration between your advisor and your tax professional means expanded expertise on making your money work for you and how to best minimize the amount you pay in taxes. Integrating your team can benefit you and offer enhanced opportunities to feel informed, educated, and confident about your financial future.
Our CLEAR process addresses all aspects of your finances, including an effective tax strategy. In our conversations, we’ll work with you and your tax professional to develop:
- An annual tax planning strategy
- Insight into tax bracket management
- An understanding of your gain/loss tolerance
- Tax-efficient saving strategies
- Charitable gifting strategies
- Roth conversions
- RMD planning