What We Do

Tax Planning

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At Foundry Wealth Group, our tax planning services focus on reducing tax burdens, enhancing after-tax returns, and aligning your wealth strategies with current regulations. By integrating tax considerations into every aspect of your financial plan, we help you preserve more of what you’ve worked hard to build.

What can you expect?

Tax Position Review: We assess your current situation to uncover opportunities for efficiency, savings, and long-term preservation.

Integrated Planning: Your tax strategies are coordinated with investment, estate, and retirement planning to minimize impact and maximize outcomes.

Collaborative Approach: Our in-house professionals, working in concert with your external tax advisors where appropriate, ensure compliance while identifying proactive opportunities.

Income Tax Strategy: Tailored approaches to optimize income sources, deductions, and credits while managing liabilities over time.

Investment Tax Efficiency: Portfolios are structured to reduce capital gains, optimize dividend income, and make the most of tax-advantaged accounts.

Ongoing Review: As tax laws and your personal circumstances evolve, we adjust strategies to keep you well-positioned and forward-looking.