Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance to help you manage risk, achieve your investment goals, and save enough for a comfortable retirement.
We not only file your tax returns but help you plan for the future by providing the following services…
- Projecting current-year estimated taxes
- Strategizing how to reduce tax
- Timing tax deductions
- Identifying college savings options
- Educating on HSA, medical-savings, and health-reimbursement plans
- Utilizing IRC Sec 121 exclusion of gain for primary home sales
- Planning with charitable lead annuity trusts and charitable remainder trusts
- Discussing pros and cons of reverse mortgages
- Reviewing the best retirement plans
- Implementing back-door Roth IRA
- Analyzing annuities
- Determining when to retire and when to being SS benefits