
BPM's individual tax clients come from many different backgrounds. We serve executives, high net worth families, and business owners. Though their financial goals may differ drastically, they all wish to maximize their tax savings while also being in full compliance with the law.
At BPM, our tax professionals provide the necessary advice and support to help you achieve exactly that. With our comprehensive approach, we develop tax strategies that help you minimize your tax impacts and risk. Working jointly with our wealth managers and investment advisors, we can efficiently handle your tax filings, meet your financial objectives, and ensure your peace-of-mind.

Return of the Estate Tax Brings Tremendous Planning Opportunities
With the recent enactment of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, the estate tax has been made mandatory for 2010, 2011, and 2012. More details follow in the article.

Roth IRA Conversion: Cutting
to the Chase
There are many variables to consider when contemplating converting your traditional IRA to a Roth IRA.
Defending Owner's Compensation
The IRS will often contest owner-set compensation. There are different ways to defend your decision.