Tax Management

Integrated Tax Planning and Preparation

Our CPA professionals will offer strategies to help minimize income and estate taxes. We will evaluate the tax impact on every element of your financial situation, all with a view toward achieving your goals. Whether the issue is federal, state, local, or international taxation, we have the experience and competence to help get the right answers.

At KBK Wealth Management, we offer a full spectrum of comprehensive tax planning services:

  • Incorporating tax-efficient investing into our wealth management strategies
  • Developing estate planning, gifting, and trust strategies that can minimize or potentially eliminate the taxes for you and your heirs
  • Reviewing your situation to determine if you are taking advantage of all current and newly adopted tax laws
  • Offering tax-efficient investments such as tax-deferred college savings, tax-deferred retirement accounts, tax-deferred annuities, trust accounts, and charitable gifting

KBK Wealth Management and Commonwealth Financial Network® do not provide legal or tax advice. You should consult a tax or legal professional regarding your individual situation.

Contact us for a tax planning consultation.