Services

Tax and Business Planning

I provide financial planning services on a fee-only basis. I sell no products, which ensures my objectivity;

  • How to minimize or postpone taxes;
  • When to make contributions;
  • When is it to your advantage to make extra mortgage payments?
  • Minimize alternative minimum tax;
  • How to split income; when is it useful?
  • Starting a new business;
  • What type of entity is right for your business, S Corporation, Sole Proprietor, etc.
  • What type of retirement plan is right for your business?
  • Sorting out the many IRA issues, such as:
    • How to determine which — if any — IRA is right for you;
    • Can a Roth IRA benefit you;
    • IRA withdrawal rules;
    • How to qualify for a SEP IRA;
    • What are the penalty exceptions;
    • Minimum required distributions at age 70.5;
    • Education IRAs.