Establishing Yourself

You’ve got an understanding of all the components of your financial wealth and you are well on your way. Let us help you with this professional and personal expansion to help you get to your next financial stage.


TOPICS TO CONSIDER

Home Ownership & Mortgages

Proactive Tax Planning

Updating Beneficiaries

Insurance

Life
Health
Disability
Long-Term Care
Property & Casualty

Education Funding Options

Wills & Appointing a Guardian

Elder Care for Aging Parents

Investment Questions For My Business

Your business is growing and so are your options for your employees. We understand and can help establish investment plans to help the people who matter to your business – your employees – and their future.


TOPICS TO CONSIDER

Retirement Plan Options

401K Plans
Profit Sharing
Deferred Benefit Plans

Stock Option Plans

Lifestyle Changes

Sometimes life doesn’t always go as planned. Many lifestyle changes can occur that can significantly impact your financial journey. We can help you objectively look at each situation with compassion and understanding – helping to alleviate some of the stress of the moment and keeping you focused on what really matters. Together we got this.


TOPICS TO CONSIDER

Tax Implications of Inheritance/Death of Parents

Financial/Tax implications due to Separation/Divorce

Death of a Spouse

Disability

Selling A Home

Moving

Selling/Closing A Business

Special Needs

Expanding My Business

Congratulations. Your business is moving in new and exciting directions and you need help with some questions regarding your expansion. We are here to help – providing financial and tax services that adapt to your growing business.


TOPICS TO CONSIDER

Business Insurance Options

Liability (general, product, professional, malpractice)
Property
Employee (health, disability, worker’s comp, and paid family leave)

Changing Investment Options

Asset Acquisitions/Financing

Asset Protection

New Leases

Changes to Payroll

Executive Compensation

Tax Questions

You have come to the right place. We are TAX EXPERTS with decades of experience with small and large businesses. We know and understand the current tax code and can help you find ways to make the most of your deductions, lessening your tax burdens and helping you keep more of your hard-earned money.


TOPICS TO CONSIDER

Tax Code Questions

Deductions/Write Offs

Federal & State Tax/Employer ID’s

Employees Payroll Tax Withholdings

Tax advantages of Fixed Asset Depreciation

Sales Tax Compliance

Household Employee Tax

Like-Kind Exchange Considerations and Tax Advantages

Understanding Expertise

A Conversation with Jerry Addeo

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