Tax-Smart Investment Strategies
Maximize Your Returns with Tax-Savvy Investment Advice
Tax strategies tailored specifically for you and your goals through trusts, real estate investing, LLC forming and opportunity zones. Your entire financial portfolio can be utilized.
Personalized Tax-Efficient Investing
The Guidance You Need
Bangerter Financial offers expert guidance on leveraging credits, deductions, and specialized tax issues tailored to individual income profiles. We design strategies that minimize your tax liabilities effectively.
Passthrough Tax Benefits
Expertise in Corp. Structures
We specialize in tax strategies for S Corporations, Partnerships, and LLCs. From understanding contributions and distributions to mastering reporting and filing requirements, Bangerter helps ensure your business isn’t subject to double taxation.
Integrated Estate Tax Planning
When Your Legacy Matters
Our skilled investment professionals help you understand how certain tax-efficient investments should be considered as part of your estate planning process, making your wealth succession planning more efficient and compliant.
Corporate Tax Efficient Investing
Helping Manage Complexity
Our team helps ensure your corporation takes full advantage of available deductions and manages tax liabilities from formation to reorganization. Look to Bangerter as an experienced partner in tax-efficient investments.
Unique Opportunity Zone Benefits
A Key Long-Term Investment
Explore the potential of Qualified Opportunity Zones with Bangerter Financial. Our expertise in QOZ funds helps investors understand how these strategies can help defer and potentially eliminate capital gains tax following certain requirements.
Oil & Gas Investments
Compelling Tax Advantages
Benefit from specialized tax advantages in oil and gas partnerships. Bangerter Financial provides comprehensive guidance on deductions, credits, and unique tax benefits specific to the oil and gas sector.
Maximizing Defined Benefit Plans
Insights to Grow Investments
Bangerter can help you maximize the tax benefits available within Defined Benefit Plans, including large annual tax-deductible contributions that grow tax-deferred.
Explore Securitized Real Estate
A Wealth-Building Strategy
Our experience assisting clients using Delaware Statutory Trusts for their 1031 exchange replacement property has helped many discover the freedom of owning a passive interest in institutional quality property through a tax-efficient strategy.