As you begin setting your financial goals: How do I maintain records for tax preparation? How do I evaluate the benefits offered in my compensation package? Should I lease or buy an auto? Do I need a will? Life insurance? What are the tax benefits of owning a home? How much house can I afford? What happens to my tax status when I get married/divorced?
As you acquire assets and/or start a family: How are various investments taxed? How can I evaluate investments? Should I contribute to a ROTH or a regular IRA? What are my retirement savings options? What are the tax implications of having children? How should I save for my children’s education? What are the tax aspects of long term care insurance?
As you plan for retirement: How does Social Security affect my retirement? What are the distribution requirements of my retirement plans? How will estate tax or capital gains tax affect my assets? Is charitable giving an option for me to save taxes? How do I pass down assets to my heirs?
Small businesses and self-employed individuals: What are the tax and legal implications of the type of entity I choose to do business under? How do I set up my entity? What are my accounting software options? Am I deducting everything I am legally entitled to deduct? What are the tax implications of hiring my children to work in my business? How do I handle payroll issues? What benefit package should I offer my employees? How do I structure a buy/sell agreement? What should I include in my business succession plan? What tax strategies can be employed to reduce my overall tax liability?
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Collins, CO 80526