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Your IRA Rollover Specialist

 Taxes

 

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Estate Planning: This is one of the most complex parts of any financial plan.  Balancing current tax laws with products & services that can increase your legacy to your heirs while reducing your taxable estate.

1031 Exchange Alternatives:  There are several alternatives to direct ownership of investment property.  Some can provide a life-time income and reduce the capital gains on highly appreciated investment property.

Highly Appreciated Stock Holders:  If you own highly appreciated stock and looking for a plan to reduce the taxes you'll pay on your capital gain, we have an alternative.

Business Accounting Issues

  •  Business & Personal Accounting*

  •  Business & Owner Tax Preparation*

  •  Payroll Services, Quarterly Reporting

  •  Retirement Plans (401k, SIMPLE, SEP, Etc..)

  •  Employer based benefit plans

* Working with a local CPA

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Last modified: 02/22/08