Asset Protection Strategies

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Advisor Fred33 Asset Protection Strategies

Pick my brains, I've been practicing more than 40 years. I am a member of the Indiana, CPA Society, the Financial Planning Association, National Association of Estate Planning Councils, the American Association of Altruistic CPA financial and the National Committee of Planned Giving. I hold an MBA (accounting), along with a CFP designation and a Masters of Science in Financial Services (estate planning and taxation). Tax planning is essential for the protection of assets and the minimization of both federal and state taxes. The Supreme Court authorized each tax payer to pay only those taxes he or she legally owes and nothing more. It is my intention to help each client pay no more than the amount of taxes he or she owes, and assist them in implementing and attaining their financial goals.

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