Business and Individual Income Tax Prep

The Tax SuperSheet allows our advisors to illustrate information that you need when making complicated financial decisions with your income taxes.

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Leave Assets Wisely - Inherit Assets Wisely

THE NEW ESTATE PLANNING PARADIGM

Traditional estate planning is based on avoiding estate taxes. Outdated planning does not address the income tax aspect of transferring retirement plan assets. Passive estate planning puts more money in the pocket of the IRS when transferring retirement plan assets. Active planningkeeps more of the inherited assets in your family. Attend this class to familiarize yourself with strategies aimed at minimizing the amount of taxincurred on wealth transfers.

It's important to understand the difference between PASSIVE and ACTIVE estate planning actions.  Read more on the critical differences. 

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 The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

What does fee-only mean to me?

As a fee-only firm we don’t receive compensation from brokerage firms, banks, mutual fund companies, or insurance companies. Our only compensation comes from our clients, so it eliminates the commission-based conflict of interest. It also means we’ll work to reduce your investment costs instead of trying to build in hidden costs to inflate a commission.

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