Blog Post by BWM Planning Team
BWM Planning TeamJune, 2022
Deferred Compensation – Strategies to Help High Earners & Executives Bridge the Gap to Retirement
Time to Read: 8 Minutes If you’re a highly compensated employee of a public or private ...
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BWM Planning TeamMarch, 2022
2021 Tax Filing Checklist for High Earners
Time to Read: 8 Minutes Gathering your tax documents needed to file your returns is a ...
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BWM Planning TeamFebruary, 2022
Q & A: Donor-Advised Funds
Who should contribute to a Donor-Advised Fund? Wondering who should contribute to a ...
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BWM Planning TeamFebruary, 2022
Q & A: Tax Reduction Strategies
What is the difference between the standard deductions and itemized deductions? You are ...
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BWM Planning TeamOctober, 2021
Gifting to Your Kids – The Top 4 Strategies High Earners Haven’t Considered
Time to Read: 8 Minutes One of the most fulfilling roles as an advisor at BWM Financial ...
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BWM Planning TeamOctober, 2021
Gift Tax 101: Creating Tax-Advantageous Gifting Strategies
Time to Read: 7 Minutes Many high earners want to know the most tax-efficient strategies ...
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