Gift Tax 101: Creating Tax-Advantageous Gifting Strategies

By |2021-10-20T10:03:58-08:00October 29th, 2021|Wealth Management Resources|

Time to Read: 7 Minutes Many high earners want to know the most tax-efficient strategies for gifting assets to the people they care about. With concerns over lower estate tax exemptions in the future, BWM Financial is helping clients pass their wealth to loved ones in a tax-efficient way during their lifetimes.  We explain the fundamental gifting rules, benefits,

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Tax Saving Strategies for Higher Earners (Working or Retired): Part III – Qualified Charitable Distributions

By |2021-10-13T12:00:47-08:00August 13th, 2021|Wealth Management Resources|

Time to Read: 6 Minutes Charitable giving may already be a part of your annual tax and estate planning. But if you are over age 70 ½ and have an IRA, you can donate directly from the IRA, satisfy your Required Minimum Distribution, and reduce your taxable income. It’s called a Qualified Charitable Distribution (QCD), and

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Tax-Saving Strategies for High Earners: Part 2 – Donor-Advised Fund

By |2021-10-27T06:54:03-08:00May 18th, 2021|Wealth Management Resources|

Time to Read: 9 Minutes Many charitable individuals want to know the most tax-efficient strategies for donating to their favorite causes. In Part 2 of a 7-part series, “Tax-Saving Strategies for High Earners,” we evaluate the unique tax benefits of a Donor-Advised Fund (DAF), a charitable giving account designed to help taxpayers receive large

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Tax-Saving Strategies for High Earners: Part I – Stacking

By |2021-11-22T11:33:30-08:00August 4th, 2020|Wealth Management Resources|

Time to Read: 7 Minutes Many high earners want to know which strategies they can implement to reduce their taxes. In Part I of a 7-part series, “Tax Saving Strategies for High Earners,” we explore the basics and benefits of a tax-reduction strategy called “stacking.” This involves grouping itemized deductions for charitable giving, state/local

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Investment advice offered through Stratos Wealth Partners, Ltd. a Registered Investment Advisor. Stratos Wealth Partners, Ltd and Stratos Private Wealth are separate entities. Stratos Private Wealth is a division through which Stratos Wealth Partners, LTD markets it's wealth management services. Stratos Wealth Partners, LTD is a registered investment adviser ("Stratos"). Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. [www.stratoswealthpartners.com]. Stratos Private Wealth offers its financial services through Stratos Wealth Partners, Ltd., ("Stratos"), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the "SEC") located in Beachwood, Ohio. BWM Financial operates as a DBA branch of Stratos Wealth Partners, Ltd. More information regarding Stratos may be found at www.stratoswealthpartners.com. 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