As we grow older, our needs may change ... but not our most important goals.

We all want to manage our obligations, while we make the most of our opportunities. We all want to preserve our assets, provide for our families, and prepare for our futures.

Meeting these goals means handling an increasingly complex connection between income and expenses; investment decisions and estate planning; health care needs and housing options.

That's exactly what our CPA PrimePlus Services can help you do.

CPA PrimePlus Services is a unique, customized package of services designed to help you maintain your lifestyle and independence. It offers you the objective advice, in-depth information and expert assistance you need to make your best choices - all from a source you trust.

Here are some of the ways CPA PrimePlus Services can help you make your best choices so you can get the most out of life. Decide which ones matter to you ... then call us today!

Analyzing and monitoring income and expenses

• Keeping tabs on your money
• Assessing your investments

Estate planning

• Minimizing your family's tax burden*
• Planning the transfer of assets and making the most of your bequests
• Developing a gifting strategy to meet your financial and personal objectives

Retirement issues

• Arranging retirement account distributions
• Naming beneficiaries
• Addressing questions about Social Security/Medicare
• Filing claims and appeals

Structuring and funding trusts

• Understanding tax considerations
• Arranging charitable giving
• Developing asset protection** strategies

Long-term care

• Evaluating the benefits, features and carriers of long-term care insurance
• Understanding your long-term care options
• Assessing the pros and cons of funding options

Lifestyle considerations

• Buying or selling a home or other property
• Minimizing estate and tax ramifications of real estate choices
• Determining the assets you need to maintain your lifestyle
  

For our staff directory, addresses, telephone numbers, and directions, please click here.






*To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

**Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.