Comprehensive financial planning to maximize your wealth.
We make wealth management simple, easy, and affordable. Gain peace of mind knowing you are in good hands.
Strategies that align with your goals and continuous support to optimize your investments.
Plan for a brighter future with strategic retirement planning. Start today and discover the possibilities.
Trusts & Estates
Now is the time to plan your families future. Secure your assets and leave a legacy behind.
Frequently Asked Questions
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The goal of tax planning is to arrange your financial affairs so as to minimize your taxes. There are four basic ways to reduce your taxes, and each basic method might have several variations. You can reduce your income, increase your deductions, take advantage of tax credits, and increase your withholding.
It starts with a business plan. Business plans are decision-making tools. There is no fixed content for a business plan. Rather, the content and format of the business plan is determined by the goals and audience. A business plan represents all aspects of the business planning process declaring vision and strategy alongside sub-plans to cover marketing, finance, operations, human resources as well as a legal plan when required. A business plan is a summary of those disciplinary plans. Read more about business planning here.
Definition of ‘Retirement Planning’
The process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows are estimated to determine if the retirement income goal
In the simplest sense, retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include such lifestyle choices as how to spend time in retirement, where to live, when to completely quit working, etc. A holistic approach to retirement planning considers all of these areas.
The emphasis one puts on retirement planning changes throughout different life stages. Early in a person’s working life, retirement planning is about setting aside enough money for retirement. During the middle of an individual’s career, it might also include setting specific income or asset targets and taking the steps to achieve them. In the few years leading up to retirement, financial assets are more or less determined, and so the emphasis changes to non-financial, lifestyle aspects.
Estate planning ends up saving your family lots of time, heartache, and money. And we can help. Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations, and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.
We help you…
- Clearly define your estate planning goals.
- Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
- Evaluate and recommend estate planning options.
- Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
- Decrease the problems and expenses associated with probate.
- Lessen taxes at time of death.
- Arrange for management of your estate in the event you are incapacitated.
- Draft a working plan for conserving and effectively managing your estate after death.
- Transfer the assets of your estate to heirs the way you want.
- Organize fair and adequate liquidation of estate to cover taxes and other expenses.
- Amend your plan as needed.
You also get help with…
- Living Wills and Trusts.
- Lifetime Family Wealth Transfers.
- Family partnerships and other business relationships.
- Leaving money to charities
- Preparation for estate and trust tax problems.
The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process. Read More about Estates Planning Here.
If you’d like more information about our estate planning services please contact us and setup a free consultation.
Everything you need to better understand how college and graduate school costs are determined. Includes; an in-depth explanation of tuition, room, and board, as well as unexpected hidden costs and factors. Also take a closer look at the costs of in-state versus out-of-state tuition, as well as public versus private colleges.
Understanding College Tuition, Room, and Board
A breakdown of the three primary costs of college: tuition, room, and board. Includes a look at how tuition is calculated, as well as the advantages and disadvantages of on and off-campus housing and meal plans.
Understanding the Rising Costs of a College Education
A basic overview of reasons college education is becoming too expensive for many Americans. The primary causes examined and explained include inflation, class availability, scholarships, and increased demand for a limited number of enrollment spots.
Eco-tax customized services
Expertise & technology you need to get your business to the next level.
We provide comprehensive tax planning & preparation services to small businesses and individuals all year-round. Our CPAs and EAs know every inch of the tax code so you are in the very best hands.
We give you the expertise and technology to improve efficiency, increase productivity, and scale faster. We can keep your books up to date, track your deductions, and help you stay compliant.
By outsourcing payroll, you’ll save time, reduce cost, enhance security, and remain compliant. Let us take care of your payroll from start to finish and have more time to focus on your business.
Simplify your back-office tasks with Bill Pay. It manages all your payments on a single platform. By automating your accounts receivable and payable process, everything easier and faster. Saving you time and money.
Contact us today to learn more about sales & use tax registration and filing requirements. We can help you avoid significant penalties and interest for failure to comply with your state and local tax jurisdiction’s laws.
Ready to start a new business? We can help you start, build, and grow your own small business. Our experts do all the heavy lifting! First, select an entity type and a package. Then complete a short questionnaire.