Strategies –

Our Life Events section is designed to help you with issues that occur in everyday life-from getting married to planning for retirement.

 

Our Business, Tax and Investment Strategies sections each provide insight into their respective areas. Our Monthly Newsletter is filled with current articles covering a variety of financial topics.

 

Finally, our Reference Library is packed with links to dozens of related sites as well as two other unique features-our Tax and Financial Planning Calendars. We think you’ll agree, we’ve included something for everyone!

 

Case Studies -

From time to time, we will write up things that we have handled for our clients or projects that we have completed – all on a no name and confidential basis – to give you further insight into the real life things we do. Some examples follow.

A cost segregation study is used to identify and segregate costs associated with construction or renovation of a building which can be depreciated over shorter terms than the building’s life. Frequently the dollars to be carved out are substantial, the additional depreciation expense in the first few years is significant, and the tax savings can be well worth the effort…..

 

Estate tax planning is one of those things no one wants to think about. But the implications can be huge…..