A suggestion: put assets in trust, with a trustee (possibly you) to administer and manage the trust’s assets. Trusts have many features and variations: e.g., they can be established before or after you die. If you set up a trust now and make it irrevocable, the assets you donate to it are out of your estate. Assets transferred into a trust after you die may be subject to probate. Investigate these matters before you make a move.
You Deserve Better
Our team lives with taxes year round. We have the tools, talent and resources to maximize your refund. Now we offer a tool that provides you access to our resources for a fraction of the cost of the mass market tax preparation companies. READ MOREEvery Client is Important
You will have a dedicated account manager, no shuffling around. Your account manager is able to advise you with greater understanding and with less time.Your Solution
From an individual tax return to services for a Fortune 1000 company, we have the personalized solution for you.Publicly Traded Companies
Our team offers experience with SEC filings and compliance. If you are thinking of an IPO, we can help you through the process. A call to us to learn our capabilities and fee structure will be a great investment of your time!
Small Business Owners
We help you work on your business, instead of in your business.
Tax Returns
We keep up on the changes so you don’t have to. Our experts pay for themselves with the value they bring to helping you reduce your tax burden.
Publicly Traded Companies
From start up to IPO, we have the team and resources to help you succeed!
Definition of Partner
part·ner [pahrt-ner] noun
- A player on the same side or team as another.
Why does it matter?
Saying that we are your financial partner isn’t hollow words. We truly treat each client with the same integrity and dedication as we do our own finances. The reason is simple, referrals. If we represent you in the very best way possible and help you succeed, won’t you tell a friend?
Let us be your financial partner. Whether you only need a simple tax return completed or an SEC Audit, we take the same interest and respect to each task.
Self Employed
Building a business can be extremely rewarding, or challenging. We work closely with our business clients to steer clear of typical start-up challenges. If you have considered forming a business, consult with us to maximize your chances of success.
Retired and Pre-retired
The future is very much determined by our past. The financial decisions that you make have an impact, seek the best advice you can find to manage your tax liability. We work closely with your financial advisor to provide guidance on tax policy and implementations.
Buying and Selling
Every trade or transaction builds a picture. You want your financial picture to look like success. We help you navigate your tax liability to help you create a masterpiece!
Consult your CPA about ways to save money.
Does your employer offer an FSA or cafeteria plan for medical expenses not covered by insurance?
FSAs let employees pay some health-care expenses with pre-tax compensation dollars.
0
Comments
Taxes Wired For Electric Vehicles
As the weather begins to break, many think about updating their vehicles. The hype over the Volt, Leaf and other plug in vehicles will only intensify as new technology develops. The government is helping with generous tax credits, $7,500 towards the Volt in particular.
Certain street-legal electric golf carts can qualify for a credit of 10% of the vehicle’s cost. Although usable on
golf courses, these carts are made mainly for use on public roads with low posted speed limits. Max: $2,500.
The tax credit for the purchase of a qualifying plug-in electric vehicle continues through 2011: up to $2,500,
plus $417 for each kilowatt hour of battery capacity exceeding five hours. Maximum credit: $7,500.
Visit: The US Dept. of Energy for specific credit information… or give us a call.
0
Comments
