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- Written by: Ruel Samuels
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As an Enrolled Agent authorized to practice before the Internal Revenue Service, the principal of the firm can handle a variety of tax situations, both for individuals as well as corporate entities.
Planning in anticipation of tax consequences avoids or mitigates situations that could otherwise prove very expensive when tax returns are filed. Should I borrow from my 403(b) account? How should I setup my new business? These are some of the questions that arise from circumstances involving your goals.
Read more: Tax planning for individuals and small businesses
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An investment approach that takes tax consequences into consideration
Stocks traded on the major US Stock Exchanges, Mutual Funds, Bonds, CDs and Structured Notes issued by major institutions are all used to design and create a portfolio unique to your investment goals.