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Navigate the complexities of taxation with our Tax Planning and Preparation services. We offer expert advice to optimize your tax position and ensure compliance.
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Investing is a pledge to your future prosperity, a strategy to protect and grow your hard-earned assets. Our forward-thinking investment approach is designed to keep your portfolio robust, adapting to ever-changing market conditions and economic environments.
Financial Planning is a roadmap to achieving your financial goals. We offer personalized strategies that consider all aspects of your financial life, ensuring a balanced approach to saving, investing, and planning for the future.
Estate and Gift Planning ensures your legacy is preserved and passed on according to your wishes. Our comprehensive approach helps you plan for the future, minimizing tax liabilities and ensuring your loved ones are taken care of through thoughtful estate and gift strategies.
Tax Planning and Preparation ensure you're not only compliant but also maximizing tax efficiencies. Our expert team stays abreast of the latest tax laws and strategies, helping you navigate the complexities of taxes and reduce your liabilities.
Insurance Planning and Risk Mitigation protect your financial well-being from unforeseen events. Our tailored insurance solutions and risk management strategies provide peace of mind, safeguarding your assets and family against life's uncertainties.
Marital Financial Planning offers couples the tools and guidance to build a strong financial foundation together. We focus on aligning financial goals, budgeting, and planning, ensuring a harmonious approach to managing finances in a marriage.
Trust Services provide a secure way to manage and distribute your assets according to your wishes. Our trust management solutions offer peace of mind, ensuring your assets are protected and distributed as intended, with expert guidance every step of the way.
Cross Border Advisory services navigate the complexities of international financial landscapes. We provide expert guidance to help you manage and optimize your cross-border investments and transactions, ensuring compliance and maximizing returns in a global economy.
Tax Planning and Preparation at BRIM ensures your financial life is tax-efficient, forward-looking, and fully compliant. Our team leads all year-round tax strategy—from investment, retirement, and estate integration to income structuring and entity-level planning. For tax return filing, we coordinate closely with our partner CPA firms, ensuring every aspect of your financial life is aligned, optimized, and executed without friction.
Our tax planning and preparation services go far beyond annual filing. We deliver proactive, high-impact strategies to reduce lifetime tax exposure across your income, investments, business, and estate. Strategic tax planning is led by our advisory team and fully integrated with your wealth plan, while personal, trust, and business tax filings are prepared through our partner CPA firms.
Our partner CPA firms lead the preparation of detailed tax forecasts, estimated payments, and strategies to minimize tax exposure. We coordinate closely with them to ensure planning is fully integrated with your broader financial picture—and aligning with your wealth strategy.
We integrate tax strategy into how your portfolio is structured and managed. That includes asset location planning (matching asset types to account types), managing capital gain exposure, harvesting losses where appropriate, and monitoring tax-sensitive fund distributions.
We manage the entire tax filing process, ensuring accuracy and timeliness to avoid penalties and interest. Our meticulous approach to documentation and filing provides peace of mind, knowing that your tax affairs are in order and fully compliant.
Smart tax planning doesn’t just reduce this year’s liability—it amplifies the value of your portfolio, income, and legacy over time. We help you make those decisions with clarity and precision.
We help business owners evaluate and implement the most tax-efficient structure—LLC, S-Corp, or Partnership—based on income flow, control, QBI eligibility, and long-term sale planning. This includes aligning owner compensation, distributions, and retirement plan design to reduce personal and business tax liability over time.
We build strategies to manage retirement income tax efficiently across IRAs, Roth IRAs, 401(k)s, and taxable accounts. That includes contribution planning, Roth conversions, required minimum distribution (RMD) timing, and withdrawal sequencing to reduce bracket creep and preserve after-tax wealth throughout retirement.
We time capital gains and losses, manage short- vs. long-term treatment, and monitor mutual fund and ETF distributions to minimize annual tax drag. Where appropriate, we also implement customized strategies like targeted tax-loss harvesting and portfolio rebalancing designed to preserve exposure while improving after-tax performance.
We structure gifting strategies to transfer wealth tax-efficiently, including the use of annual exclusions, lifetime exemption, and funding of irrevocable trusts. By moving appreciating assets out of your estate early, we reduce future estate tax exposure while maintaining long-term control and alignment with your legacy goals.
We help clients maximize the impact of charitable contributions while reducing income and estate tax. That includes gifting highly appreciated assets, using Donor Advised Funds, timing contributions around high-income years, and coordinating charitable giving with broader tax and estate strategies.
Financial Planning
Share insights into your current personal and financial status free of charge and with no strings attached. You'll have the chance to interact with a professional in wealth management, providing a space for tailored conversation and responses to all your queries.