Planning

To succeed in life you need to plan. If you plan and set goals for yourself, you will achieve them. We can help you plan for the following:

Taxes - What is one of your biggest financial obligations/expense? Taxes! We take advantage of what you can do legally to minimize your personal and business taxes. The only effective way to reduce your tax liabilities is to plan, strategize, and implement. Ask yourself, “What can I do now through the end of the year to reduce my taxes?” Don’t wait until tax time to start planning. We can help you prepare by assembling a tax projection for you and advising you on what you should do before year’s end and the coming years to minimize your current and future tax burden. We’ll provide you with detailed instructions and follow up with you.

Retirement Planning - We’ll advise you as what is the best plan for you and your business such as a Profit Sharing Plan, 401(k), SEPIRA, Defined Benefit Plan, a Traditional or Roth IRA and etc. How a Solo 401(k) can help you and your spouse put away more than $50,000 a year with minimum cost. How a retirement plan can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Estate Planning - Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Providing for business continuity and succession of ownership is essential for business owners. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning - A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Asset Protection - Asset protection or a wealth preservation plan makes the enforcement of judgments against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family, limited partnerships, or offshore trusts. 

Business Succession Planning - Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Buying & Selling a Business - Structuring the purchase or sale of a business properly is a critical step in the process of buiyng or selling a business. Our knowledgeable staff has experience to guide you through the acquisitions/disposition process by addressing such issues as a cash flow analysis and tax considerations.