Strategic Tax Planning in Denver, CO

Enjoying Retirement More While Paying Less

Tax Planning Professionals Help Reduce Your Tax Burden

Taxes are unavoidable, but lightening your tax liability is a skill!

Unlock the full potential of your financial plan with Brown and Company’s expertise. We are dedicated to lightening your tax burden and enhancing your overall financial success.

We understand that lower taxes play a pivotal role in the success of your personal tax planning. At Brown and Company, we collaborate seamlessly with your CPA and connect you with certified tax planners to meticulously formulate efficient retirement tax strategies. Our goal is not only to reduce your tax burdens but also to facilitate the smooth and effective transfer of your wealth while maximizing your income “Partnering with Denver tax planning experts, we focus on keeping our clients informed and supported throughout the process.” We have the knowledge, expertise, and professional partners to break down strategic tax planning into clear, actionable steps. The tax advice you receive helps you understand exactly how to navigate the financial landscape in a way that makes the most sense for you.

Taxes are ever-evolving, and our Financial Advisors and the financial tax advisors with whom we work are committed to staying ahead of the curve. We recognize the importance of keeping taxes top of mind throughout the year, ensuring that our clients are not caught off guard come tax season. Strategic tax-loss harvesting is one of the tools in our arsenal, as we continually search for opportunities to mitigate tax impacts.

While we are not a tax preparation services business, we pride ourselves on partnering with well-respected CPA firms and individuals. It’s important to understand that every decision you make with regard to your finances carries with it tax implications. Our strategic tax planning services and partners ensure you are not only aware of these but also have the strategies needed to achieve the optimal results. If you need assistance, we are more than happy to recommend an income tax preparation firm or advisor. Our 40 years of experience enables us to match clients with high-performing advisor partners who are the best fit for their unique needs. This ensures that you have the most appropriate financial tax advisor by your side.

Tax-Efficient Investment Planning in Denver, CO

When planning your investments, it’s important to consider how taxes may affect your overall strategy. Effective tax planning can play a key role in supporting long-term financial growth and stability. At Brown and Company, our team provides a customized approach to portfolio management that emphasizes tax efficiency and aligns with your broader financial goals.

We incorporate strategies such as tax-loss harvesting, asset location, tax-advantaged accounts, and thoughtful withdrawal planning. By integrating these approaches, we help clients throughout the Denver area structure their portfolios with tax considerations in mind.

Proactive Year-Round High-Net-Worth Tax Planning Strategies

Tax strategies are most effective when planned throughout the year—not just at year-end. At Brown and Company, we take a proactive approach, helping clients stay informed about potential changes and adapt their planning along the way. We schedule annual reviews, and check-ins, and provide updates as needed based on life events, market shifts, or evolving tax laws.

During the year, we review a range of strategies tailored to your situation, such as evaluating investment tax implications, considering tax-loss harvesting opportunities, assessing charitable giving, or reviewing Roth conversion timing. By collaborating with tax professionals year-round, you’ll have clarity and direction in preparing for tax season.

Integrated Wealth and Tax Planning for Your Future

A holistic wealth management strategy should integrate both sophisticated tax considerations and comprehensive financial planning. At Brown and Company, we take an integrated approach that emphasizes tax efficiency and long-term wealth planning. Our team has worked with clients across the Denver area to address areas such as retirement savings strategies, estate planning, and investment management. With a deep understanding of Colorado’s unique tax environment for high-net-worth investors, we provide guidance designed to align your financial strategies with your goals.

The act of strategic tax planning is not a once-a-year task for us — it’s a daily endeavor. Brown and Company’s Professional Tax Services follow a meticulous process:

Utilize the Retirement Tax Filter™: Leverage our specialized tool to optimize retirement tax strategies.
Develop Income and Withdrawal Plans: Craft comprehensive plans tailored to your financial landscape.
Assess Tax Consequences of Investments: Strategically evaluate the tax impact of your investments.
Conduct Tax-Loss Harvesting: Continually search for opportunities to minimize tax impacts.
Coordinate with CPAs and Accountants: Seamlessly collaborate with professionals to ensure comprehensive tax planning for high-net-worth individuals.
Efficient Charitable Strategies: Maximize the impact of your charitable contributions while minimizing tax implications.
Deferred Income Strategies: Implement strategies to defer income and optimize tax outcomes.
Preferential Gifting Strategies: Craft gifting strategies that align with your preferences and reduce tax implications.
Discounting Strategies: Utilize effective discounting strategies to enhance overall tax efficiency.

At Brown and Company, our commitment to reducing your tax burden is not just a service; it’s a strategic and ongoing partnership, ensuring your financial success year-round. With our services and network of professionals who specialize in tax planning in Denver, CO, tax management is proactive, not reactive.

With Brown, You’ll Know!