S E R V I C E S
Retirement Planning
There are many stages of retirement planning and many perspectives. Whether you are the employer, employee, or retiree, we can help.
Whatever your situation, we can help educate you so you can make an informed decision based on your needs and goals.
Employers
If you are an employer, we can advise you on how to pay less money in income taxes, attract the best employees, and save for retirement. We can also assist you in choosing the correct retirement plan for you and your employees.
Employees
If you are an employee, you may wonder if you are doing enough to save for retirement. We can advise you on the tax and financial impact of different retirement plans, and which ones might make sense for your situation.
Retirees
If you are already retired or on the verge of retirement, we can help you project the effect of taking social security benefits or how your first year of RMD may impact your tax return.
Nonprofit organizations face a unique set of operational risks that can significantly impact their ability to serve their communities and achieve their mission. These risks, if not properly managed, can…
In the fast-paced world of government contracting, particularly for technology firms, managing intellectual property (IP) can be one of the trickiest aspects of doing business. While securing a government contract…
Nonprofits operate in an environment where external factors—often beyond their control—can significantly impact their ability to serve their communities and achieve their mission. From economic downturns to political shifts and…
This webinar proactively addresses the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and their wealth…
