Financial Planning Insights

Any investment that you make results in is either a gain or a loss. There are short and long term investments. Each of these categories are computed differently on your tax return. As this can be a complicated process, it is imperative that you have a professional accountant help you calculate the tax implications and investment risks. At Chandler..

2019 is about to come to a close and it's about time to start thinking about tax preparation. With all of the recent tax changes, it might be an ideal time to think about how to maximize your tax refund. Physicians, in particular, as high-paid earners, will want to be aware of the best ways to lower adjusted gross income, find tax credits, and..

As a small business owner, chances are that you have an office at home where you work into the wee hours of the morning. Your small business can take up a great deal of time to manage successfully and a home office is one way that you can still be at home to have some family time.

The additional time at home is just one advantage of your home..

Life insurance is an important part of financial planning. It is never too early to purchase a policy. While you may feel that you are young and healthy and don't need life insurance, the fact is, it will never be as inexpensive as it is for you today. It is a proven fact, the older you get, the more expensive it becomes to purchase a life..

You have worked hard for the wealth that you have accumulated. You want to protect your assets from all the hazards that can cause you to lose some or all of it. When you are young you may not worry much about wealth preservation, even if you suffered a loss, you would have time to recoup before you reach the age when you will need your wealth to..

It's almost tax time. Those words are not usually associated with a positive thought. That is why it is important to start now getting your tax information organized and take advantage of any last minute tax write-offs. Many high net worth individuals know that a big part of tax planning strategy is to be considering your tax situation all year..

You’ve worked your whole life to build what you have and you’ve acquired copious amounts of net worth. Having life insurance in place is always a good idea, even when you have vast means to leave to your beneficiaries after death. We’ve reviewed a few of the biggest reasons high net worth individuals need life insurance.

It is that time of year - when businesses begin to prepare for filing an annual tax return. Planning for tax-deductible business expenses is a shrewd way to change the outcome of your tax return. The IRS allows any 'ordinary and necessary' expenses you incur in the operations of your business. However, it is always important to make sure you are..

When you create a partnership there are tax benefits that come with that decision. When the time comes to dissolve the partnership there are many things that need to be considered for succession planning. The tax consequences when exiting a partnership can be significant and it is important to consider them when making the decision to end the..

Choosing the right employee benefits and compensation for your business is one of the most important decisions that you will make in relation to your business. What your business can afford to pay is a big consideration when choosing worker benefits and pay. Equally important is the impact it will have on your ability to not only hire the best..