Thank You for Downloading Our Guide!
We hope that you enjoy the Reducing Capital Gains for Married Couples Guide!
We’re here to help you reduce as much tax burden as possible, especially as a married couple with appreciating assets.
If you have questions about the guide or would like to find out more about community property trusts, chat directly with Wealth Advisor and Founder of JNB Wealth, Josh Bergman.
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Josh Bergman, JD, CFA®
Wealth Advisor
Josh Bergman, JD, CFA®, is a Wealth Advisor based in Westchester, NY.
His overall career experiences make him remarkably unique. As a JD and CFA®, he provides clients with broad-ranging advice that typically would require bringing in specialists from multiple disciplines. Today, his goal is to work with both ultra-high-net-worth (“UHNW”) families as well as “everyday investors” who could use some help retiring a few years earlier, buying a little more house, or sending their child to a better school.
Josh Bergman is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC-registered investment advisor. David Lappin is not registered with or affiliated with Savvy Advisors. The views and opinions expressed herein are those of the speakers and authors, and do not necessarily reflect the views or positions of Savvy Advisors. All information shared is for informational purposes only and should not be construed as investment advice. JNB Wealth is a marketing brand name offering financial services. All investment advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment adviser. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. Material contained herein has been created for informational purposes only and should not be considered tax advice. Information was obtained from sources believed to be reliable but was not verified for accuracy. It is important to note that federal tax laws under the Internal Revenue Code of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations. You should consult with your tax professional(s) to obtain specific information regarding costs, fees and other factors to consider to make informed decisions about your retirement. Savvy, Josh Bergman and JNB Wealth do not provide legal or tax advice.
