Investing is not just about picking the right portfolio, or even setting an ongoing investment strategy, the taxation on the investment both for the present and the future we believe is very important.

Whether one is considering the pros and cons of Roth IRAs or Tradition IRAs or if one wishes to invest for the short term there are tax consequences to making these choices and we want to include these considerations in your plan.

If you are interested in establishing a business and are wondering which corporate structure to choose, or if you’re already a small business and want to start a retirement plan the tax liabilities associated with your decisions can play an important role. We have partnered with several CPAs in the area to ensure our advice is current, timely, and comprehensive.