Advanced Tax Planning

Old Forge Wealth Management provides comprehensive tax planning services to help minimize tax liability while maximizing wealth preservation and growth. We believe intelligent tax planning involves replacing the idea taxes should be minimized each year with the more thoughtful idea lifetime taxes should be minimized, and applying the means (Tax-Loss Harvesting, Strategic Roth Conversions, QCD’s, CRT’s, CLT’s, DAF’s, 1031’s, 721’s, etc.) to maximize taxes paid in low bracket years, minimize taxes paid in high bracket years, and prevent, not merely delay, every tax dollar possible.