Tax Advisory

Proactive tax planning for your life and investment goals.
tax advisory brighton jones businesswoman
Proactive tax planning
Accumulating, accessing, or transferring wealth has serious tax implications. The Brighton Jones Tax Advisory Group is an integrated team of experienced CPAs and tax lawyers that offers holistic tax planning. The team works alongside your Personal CFO to bring a coordinated strategy to your big picture.

The Tax Advisory team offers proactive tax planning around life events, annual tax filing, analysis to maximize the value of charitable gifts and equity compensation plans, tax mitigation strategies, and assistance with tax controversy.

Stock options and their tax implications

Knowing the tax difference in the two main stocks— incentive stock and non-qualified stock—is an essential part of your financial planning.

Planning for income tax season

Identify and take advantage of opportunities to minimize your tax burden, and how to plan for a blissfully uneventful tax day.

Retirement contributions and tax strategies

Retirement savings accounts have varying tax implications. We make it work for your financial plan to give you the best tax advantage.

Tax-advantaged real estate strategies

In collaboration with our real estate team, we assist you with the implementation of tax-advantaged real estate strategies, spanning 1031 exchanges, Delaware Statutory Trusts (DSTs), and investments into Qualified Opportunity Zones (QOZs).

Let's talk

Interested to explore how integrating proactive tax planning with your PCFO services could help you achieve your goals? We’d love to hear from you.