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The Technology Behind BCFP

Income Tax Planning

BCFP believes that a tax efficient portfolio is one of the keys to building wealth.

That's why BCFP goes to great lengths to provide its clients with tax strategies that will enhance their portfolios.

For example, in the year 2000 the market had a large drop but to help counteract that, BCFP was aggressively involved in tax loss selling for clients with taxable accounts. For many clients this produced a taxable loss that could be used to offset other income.

If you had investments with losses and your current advisor did not make you aware of this, ask them if they did this in their own account.

Do you know that your 401k may not be the best investment for you?

Do you know that it may be advantageous to put money in your child's name?

BCFP will evaluate your entire tax situation to produce a portfolio that is as tax efficient as possible.

Investment Planning

Income Tax Planning

Retirement Planning

Estate Planning