Category: Tax Planning

An older man smiling beside a young boy in a garden, symbolizing multi-generational wealth preservation and family-focused tax planning strategies from BCR Wealth Strategies in Birmingham, AL.

Tax Planning Strategies to Grow and Protect Family Wealth

If you have more than $1 million in investable assets, you already understand that wealth brings both opportunity and complexity. Alongside growth comes a greater...
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Retired couple reviewing retirement planning and year-end tax strategies on a laptop at home in Birmingham, AL, focusing on maximizing retirement contributions, Roth conversions, and charitable giving opportunities before December 31.

Retirement Planning in Birmingham: Year-End Tax Strategies

As 2025 winds down, one of the most overlooked ways to strengthen your financial position isn’t chasing higher returns; it’s focusing on year-end tax planning....
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Working professional reviewing tax documents and financial reports at a desk, representing the importance of understanding your tax return and identifying potential tax-saving opportunities during your working years.

Taxes During Your Working Years: What You Should Look For When Reviewing Your Tax Return As A Working Professional 

https://www.youtube.com/watch?v=KtGkEpXZyo4 Tax season can be a daunting time for many working individuals, filled with complexities and uncertainties. Whether you’re a seasoned professional or a newcomer...
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About

BCR Wealth Strategies, situated near Birmingham, AL, is a dedicated fee-only wealth management firm.

Our expertise assists business leaders, healthcare professionals, affluent individuals and families, and those in financial transition such as divorce, loss of a spouse, beneficiary, marriage, finishing residency, etc. in cultivating, safeguarding, and enhancing their wealth.

As committed fiduciaries, your best interests are our top priority.

Our team, composed of certified CFP® professionals, excels in delivering personalized financial planning and investment management services tailored to your unique requirements, reflecting your values and aspirations.

From retirement planning to asset management and protecting your family's financial future, BCR Wealth Strategies provides clear guidance and comprehensive support to help you verbalize and realize your financial objectives.

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