Individuals with complex wealth require tax strategies that are both proactive and nimble. In addition to adherence to current tax laws, proper tax planning must address the unknown tax landscape of the future. This is where Union Bridge Capital is different. Traditional wealth management firms cannot legally provide tax advice. Working with our team of CPAs, we are able to provide true tax advice and the legal coordination to implement sophisticated strategies.
We work directly with our clients to provide tax planning and tax compliance services. If you have an existing CPA relationship, we are happy to work with them. Ideally, your CPA is willing to participate in all aspects of your planning to truly utilize our integrated approach.