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Taxpayers
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Personal Tax
Year-end tax planning is one of the many ways the Tax Advisors can help you reduce your tax liability and claim the right tax deductions & credits.
Self Employed Tax
Allocating home business deductions appropriately, estimating taxes accurately and setting up a IRA are some of the many areas that the Tax & Financial Advisors assist the self employed.
Business Tax
Businesses can obtain tax advice in all different areas. Anything from implementing sales tax appropriately to understanding the tax on asset sales.
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"My
mother recently passed away this year and I'm trying to figure the
estate tax The bulk of the estate's value comes from
the home which was transferred to her when my stepfather passed away 2 years ago. It seems as though the Fair Market Value of the home should be used to determine the tax & I'm not sure what is
right now since the housing market isn't acting rational right now."
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Retirement Planners
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Annuities
The Financial Advisors have years of experience providing guidance on choosing the right annuity. Whether the annuity is variable/fixed or part guaranteed.
IRAs
With all of the Different IRA options available you'll want to consult with a Tax Advisor to make and informed decision.
Trusts
The Tax Advisors are well experienced with complicated issues such as transferring properties into a Trust.
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"I've been waiting on the sidelines for a market collapse to convert a good portion of my traditional IRA into a Roth IRA. Seems like now is the right time to convert to a Roth. Is there any reason why I should not do the conversion?"
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Debtors
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Budgeting
The experienced Financial Advisors are experienced with consulting on ways to cut your budget significantly and increase savings.
Leases
Lease can get complicated and costly so you'll want to consult with a experienced Lease Expert to for instance learn how to calculate the payment schedules for various lease structures.
Mortgages
Mortgage Experts are to here to help you understand the terms of a mortgage and other complicated issues such as rate changes.
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"For the past year or so, I've been trying to reduce my credit card debt by doing the following: 1) paying more than the minimum payment, 2) reducing the number of credits cards I have to two, & negotiating with the credit card issuers to reduce my APR to 14% from 20%. What else can I do to improve my credit standing?"
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Families
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Newlywed & New Parent Finances
Planning your new life with your spouse or child comes with difficult financial decisions. The Financial Advisors have years of experience with newlywed and new parent finance.
Divorcees
A divorce comes with several financial and tax issues. Divorce Tax Lawyers are here to assist.
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In 2006, I was living separate from my then-spouse. She owned a home in her name with a loan in her name in Tennessee. I quit claimed all possible ownership to her per our agreement. My residence was not at the home. I have since remarried, and I want to purchase a new home. Can I claim the $8000 tax credit for new home purchases? My new wife has not owned a home in over 5 years. If my divorce decree was on November 29th, does that mean I can close on November 30th and claim the credit?
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College Financiers
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Saving For College
The Financial Advisors have significant experience with funding college tuition and utilizing various tax credits that are available.
Student Loans
Obtaining the appropriate student loan can be the difference between paying off loans fairly quickly after college or paying loans off over a decade. The Financial Advisors can help guide you through the process.
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"After having a child, I believe I should set aside a portion of my income for my child's college education. Currently, my wife and I earn a combined $75,000 a year. We are currently in $10,000 of credit card debt but are making our minimum monthly payments. I would really like to open up a 529 savings account for my child's future college education. I know there are a lot of plans available, so I'm looking for some guidance here."
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Accountants
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Accounting
The Accounting Professionals have years of experience providing accounting guidance related to matters such as consolidations, valuation of goodwill, lease accounting an more.
Auditing
Prepare for the year end audit is a necessary task for all companies. The Accounting Professional can provide guidance for best practices to test all of your internal controls.
Bookkeeping
The Bookkeeping Advisors are here to assist with any bookkeeping matter that should arise. Whether its booking bad debt expense, startup costs or payroll credits, the bookkeeping experts have experienced it all.
Financial Reporting
The differences between IFRS & GAAP, composing financial statements properly can get confusing, even for staff accountants. The Accounting Professionals can assist with these matters and more.
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"We are about to prepare the tax return for my small business. One of our vendors, a private school, which accounted for 10% of our sales this past year has not made a final payment for the last order of shoes that they placed with our company. This order accounted for ~5% of our sales for the year and the account receivable account has an age of 60 days when normally they pay within 30 days. We've contacted the school and they claim that a lot of students will not be returning to the school in 2009 so they are low on cash but promise to pay within 15 days. Do you think we should write-off this sale?"
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Financial Officers
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Corporate Finance
Both the Financial and Tax Professionals can assist with several small business finance issues such as cash flow cycle improvements, capital restructuring, setting up the appropriate business entity and more.
Financial Modeling
The Financial Advisors have significant financial modeling experience that can help financial officers with their financial projections and assumptions.
Valuation Analysis
When considering whether or not to purchase an asset (real estate, securities, or tangible property), it is important to understand the different techniques for valuing those assets. The Financial Advisors can help guide you through this process.
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"I own a construction company which is a Delaware C Corporation & I'm considering selling the business next yr. I believe that if I find the right buyer I maybe able to do a stock sale or asset sale/liquidation of the business. I know that the stock sale will likely be more tax favorable to me but can I do anything else to reduce the tax consequences of the sale? Could I transfer ownership to a charitable trust & receive income payments on the trust?"
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