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Investment Review
We can review
your portfolio and help you or your investment advisor structure your
holdings to take maximum advantage of tax exempt or tax deferred investments,
if appropriate. We can also advise you if it appears you are overweighed
in any area or taking unnecessary risks.
Retirement
Planning
We can show
you the various tax deferred retirement plans now available and help
you establish one that is right for you. If you are already retired
or approaching retirement, we can help you determine the payout option
best for you. There are a number of important distribution elections
that need to be carefully chosen before you begin receiving your retirement
payments.
Loan Negotiations
Let us help
you analyze your financial needs so you will borrow only what you need,
and help reduce your loan costs by choosing the program that is best
for you.
Lease versus
Buy
We can analyze
the terms of your proposed contracts, explain them to you so you can
make a clear comparison, and calculate the cost of a lease versus a
purchase. This will give you the information you need to make
the right decision.
Business Acquisitions
and Dispositions
Buying or
selling a business requires careful planning. You need to understand
both the economic aspects of the transaction as well as the tax ramifications.
There are many ways to structure a business, so you need to choose the
legal entity that is appropriate for you. When selling a business
price is not everything. You need to allocate assets, calculate
the tax consequences for the pay-off, and get adequate security for
any installment notes.
Cash Flow Projections
Many business
owners need help understanding their financial statements from the standpoint
of cash flow. We can restate this information for you and show
you where your money is going.
Real Estate Transactions
The sale of
a residence, exchange of investment property, passive loss calculations,
vacation rentals, and involuntary conversions, are just some of the
transactions requiring careful planning. We can help you understand
the consequences of these events, and with proper planning allow you
to maximize the return on your real estate investment.
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