Things have changed – maybe they have changed for you.
If your income has dropped in recent years but your expenses did not drop as much then you may be considering liquidating assets. Most of the time when you sell assets, cash in retirement plans, sell a business or piece of real estate taxes are due. Our job is to show you how to minimize taxes both short term and long term.
If you are doing well in the current economy then you may be searching for someone who can create a strategy to protect your future income and assets from the tax increases that have been approved by Congress and beyond.
Our continuous investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.