OverviewFor high net-worth families, executives, and business owners seeking integrated tax strategies, BPM does just that. We take our role as skilled advisor very seriously. By understanding your needs and goals, we are able to craft intelligent, personalized tax roadmaps that minimize your risks and maximize your peace of mind.
Sound Tax Advice
Our number one goal is to minimize your taxes. With a body of seasoned tax professionals who utilize all the tools available to increase your savings, we can handle everything from your tax return preparation, to comprehensive estate, gift, and trust planning, to stock option and retirement planning. We have a track record of proven strategies which we proactively apply to the diverse problems that our clients face.
For multinational families, our international tax team's deep expertise will ensure compliance with U.S. and foreign tax laws as well as increase tax savings. For individuals with philanthropic desires, we integrate charitable gifts into your overall estate, gift, and trust plan in a tax-efficient manner. For executives, we review stock plans and year-end strategies, which can result in significant savings. Explore the many opportunities in which our private clients benefit from our services and you will find a whole array of sophisticated solutions suitable for your needs.
A Road Map to Savings
Ultimately, what's important is our dedication to increasing your tax savings. As accounting professionals, we possess the proper foresight to maneuver you through the confusing maze of tax laws. BlogBPM Now – Private Client Services News
We all know that in this world nothing can be said to be certain, except death and taxes. That’s why BPM’s Private Client Services team works diligently to research the latest tax laws to provide our clients with the highest tax savings possible.
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News & EventsNews 01.13.21 Events Opportunities & Pitfalls with Real Estate, Private Equity & VC, and Closely-Held Businesses 12.01.20 News 11.23.20 News BPM’s Sandy Murray Quoted in the San Francisco Business Times 10.01.20 News 09.24.20 News 09.23.20 News Plan Now, As Rules May Change Next Year 08.27.20 News 08.07.20 News 05.27.20 Events What We Know Today 04.02.20 News 03.30.20 News 03.20.20 News 03.19.20 News 03.16.20 News 01.27.20 News 01.13.20 News 11.25.19 News 03.25.19 News 03.19.19 News 01.16.19 News 11.20.18 News 10.04.18 Events 06.05.18 Events 03.30.18 News San Francisco Business Times 12.26.17 News Key Implications for Individuals 12.22.17 News 08.04.17 News 05.03.17 Events 02.15.17 News 02.02.17 News 01.04.17 News 09.09.16 News 08.24.16 News 06.14.16 News 01.28.16 News 12.29.15 News 12.03.15 News 10.05.15 News 10.05.15 News 06.30.15 News 02.20.15 News 12.18.14 News 12.17.14 News 12.01.14 News 09.04.14 News 08.29.14 News 08.02.14 News 05.06.14 News 08.09.13 News 03.27.13 News 09.06.12 News 01.23.12 News 09.01.11 News 03.29.10 News 03.29.10
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