Tax Planning
Our Tax Planning Services Include:
Tax Guidance
With an emphasis on pre-tax savings plans, we will work with your tax professional to help you identify available deductions that could potentially have an immediate impact on your tax burden.
Estate Tax Reduction Strategies
We’ll provide insight so your legacy can pass as efficiently as possible to your loved ones and charitable organizations, in conjunction with gifting strategies to reduce the tax exposure to your estate.
Unwinding and Diversifying
Whether you have a large position in a single company or your closely held family stock, we have the tools to help you address this concentrated wealth issue and come to a solution.
Coordination
We will take the initiative to work with your CPA on a multitude of tax savings strategies such as IRA to Roth IRA conversions, stock option grants, tax-exempt income, 1031 exchanges, qualified dividends and qualified charitable distributions.
Our Difference
Our wealth of experience, paired with our personal touch gives our clients the momentum to achieve their dreams.
Professional Advice.
One Click Away.
*Centerbridge does not provide tax advice. Please consult your tax professional regarding your individual situation.
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
CenterBridge Planning Group
This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy
© 2024 CenterBridge Planning Group
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
CenterBridge Planning Group
This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy
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