Individual Services
Chris’ goal is to see you grow wealth and reach your dreams, by helping you invest wisely, reduce your tax burden, and plan carefully. Here are some of the services Chris offers for individuals:
Wealth management
As a licensed investment adviser, Chris offers independent, objective advice on investing your savings, an inheritance, or some other windfall. Chris will work with you to make sure your investment strategy suits both your end goals and your tolerance for risk. Backed by 20+ years’ experience as a CPA, Chris has an in-depth understanding of the tax implications of any investment strategy. Chris likes to work with clients for the long term, developing lasting relationships while helping clients invest well and grow their wealth over time.
Tax planning & advice
Chris offers expert advice to help you plan and manage any tricky tax situations. He can help you prepare for self-employment income; rental property income; real estate purchases and sales, including short-term “flips”; investment income, including stocks, bonds, options and commodity trading; gifts and inheritances; and more.
Estate & trust planning
Are you certain what will happen to your assets when you die? Have you carefully set up your estate to make sure your wishes are smoothly and efficiently executed and that you have minimized any tax burden on your children or loved ones? Don’t leave it to chance. Chris can help review your current strategy or help you get your estate in order if you have not yet started. He can help you understand the inheritance tax, and if and how it applies in your case. He will explain how trusts work as well, and if they are a good option for you. He can help you with any desires to give assets to a charity or nonprofit. But most of all, Chris’ goal is to help you have peace of mind.
Deferred sales trusts
What if you want to sell off an asset that has appreciated a great deal? How can you turn that into monthly income while minimizing tax liability? A deferred sales trust might be the answer. Essentially, you sell the asset to a third-party trust, which then pays you monthly installments for a contracted period of time. This not only gives you consistent monthly income from the asset, but helps you defer — and sometimes avoid — capital gains taxes that you would have had to pay on the asset if you had sold it for a lump sum. This is sometimes called an “installment sale.” Chris can help you set up a deferred sales trust.
Amazing is all I can say. We have quite the complicated tax situation and Chris and his staff handled our taxes like the professionals they are. Communication is top notch.
Deborah B.