Sentences with phrase «trusted tax professional»
Anyone wishing to maximize their 401 (k) tax benefits this open enrollment season should talk to a trusted tax professional about their situation.
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Always contact your trusted tax professional to get advise on your personal taxes.
Not exact matches
«This need not happen if you have someone — a CPA, tax attorney, or other trusted professional — representing you and counseling you.»
We are all programmed to needlessly give up half of our real return to other investors, trusted professionals, and taxes without a clue that we are actually doing so.
Our team of business development associates and legal and tax professionals can assist you with any of your trust development needs.
These centers provide an experienced staff of highly credentialed professionals, including former trust and estate attorneys who remain current with tax rules, regulations and practices.
Access to experienced professionals in estate planning, retirement planning, tax, legal, accounting, trust services and investment planning and management
A trust can be named beneficiary in order to protect minor children, but there may be tax consequences, so make sure you talk to your financial professional.
Like a good tax advisor or an attorney, a trusted financial professional can help you stay on track — and help simplify your life.
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A chat with the financial professional you know and trust will help you evaluate whether a Roth IRA is right for you given your particular tax situation and retirement horizon.
«Why should I trust your opinion anyway, you claim to be more qualified than me to decide what treatment is best but that's just appeal to authority and I have a PhD myself you know, and you were a bit rude to me when I came in last time and I read that you were fiddling your taxes so how can I trust your professional judgement?
The members of the private client team, who include a chartered tax adviser, have been selected for their broad and extensive knowledge and experience, so our clients have the peace of mind that they are dealing with leading tax and trust professionals.
We provide expert professional advice on a range of financial matters within family law including complex offshore corporate and trust entities, the tax consequences of divorce or separation, inheritance and pensions.
Our professionals are experienced business lawyers who can help implement with commercial real estate, liens, or corporate structures that manage tax obligations, whether as a corporation, partnership, family trust, testamentary trust, or any other type of legal entity.
Not only do our family and divorce specialists have the expertise to answer these questions, we have the support of our colleagues in our agricultural, corporate and trust and tax teams for specialist input, and we can call on an extensive network of professional advisors (such as land and agricultural valuers and accountants) who we have worked with in previous farming cases.
Our professionals are experienced real estate lawyers who can help with commercial real estate, liens, incorporations, trademarking or implementing corporate structures that manage tax obligations, whether as a corporation, partnership, family trust, testamentary trust, or any other type of legal entity.
Banking and financial markets cases / Securities and shareholder disputes / International arbitration / Professional negligence / Competition and anti-trust / Trust litigation / Intellectual property / Insolvency / Insurance / Tax / Group and class actions / General commercial disputes / Fraud / Shipping and international trade / Enforcement of judgments and awards
Our professionals are experienced business lawyers who can help with employment contracts, commercial real estate, liens, incorporations, trademarking or implementing corporate structures that manage tax obligations, whether as a corporation, partnership, family trust, testamentary trust, or any other type of legal entity.
Members of our Tax Group have served in government and private industry tax departments, are active in numerous professional organizations including the Canadian Tax Foundation, the International Fiscal Association, Society of Trust and Estate Practitioners, regularly make submissions to government on tax laws, and write and lecture on taxation matteTax Group have served in government and private industry tax departments, are active in numerous professional organizations including the Canadian Tax Foundation, the International Fiscal Association, Society of Trust and Estate Practitioners, regularly make submissions to government on tax laws, and write and lecture on taxation mattetax departments, are active in numerous professional organizations including the Canadian Tax Foundation, the International Fiscal Association, Society of Trust and Estate Practitioners, regularly make submissions to government on tax laws, and write and lecture on taxation matteTax Foundation, the International Fiscal Association, Society of Trust and Estate Practitioners, regularly make submissions to government on tax laws, and write and lecture on taxation mattetax laws, and write and lecture on taxation matters.
Justin is a partner in the firm's disputes and litigation team, specialising in pensions disputes and litigation; private and commercial trust disputes; and professional negligence relating to pensions, trusts and tax.
Anthony advises on estate planning for high net worth private clients; the creation and structuring of trusts (both for individuals and professional trustees), family governance and general tax planning work.
He has represented a broad range of clients and has particular experience of shareholder actions, debt claims, claims for professional negligence and breach of trust, insurance coverage disputes and group actions arising from failed tax - advantaged investment schemes.
Catherine is a regular speaker on the subjects of estate trust and tax planning to various professional and public organizations across Canada and abroad.
Claims against solicitors and other professionals in connection with the negligent drafting of a will or trust, or where incorrect tax advice has been given.
We regularly advise clients in media and defamation, healthcare, construction, professional negligence and discipline, trusts and estates, criminal offenses, environmental, health and safety offenses, public inquiries, internal investigations, privacy, tax, energy, and sports and entertainment.
Those markets in question, financial, tax, accountancy, regulatory, though each is different from the other, have underlying elements such as the fact that they are driven by changing laws of one kind or another and are professional adviser markets in which qualified people trade on the basis of expertise, professionalism, ethics and trust to gain and retain business.
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We can no longer do what we did,» says Rotfleisch, a tax and business lawyer and chartered professional accountant, pointing at the spousal trust in particular.
Maybe some barnacle - encrusted bivalves (aka shells) whose inhabitants (trusts) have long since vanished without a trace due to the passage of time, trustee error, unreliable professional advice and the non-application of a rule yielding a bountiful catch of taxing consequences.
His practice, which covers contentious and non-contentious private client work, including the administration of estates, contentious probate, family provision, trust applications, claims concerning professional liability in these areas, and related tax matters, dovetails perfectly with Serle Court's, and his expertise in offshore litigation further underpins Serle Court's continuing market lead in this area.
Legal professionals, particularly those with backgrounds in finance, banking, securities, and tax, can leverage their knowledge into lucrative positions in the finance industry as escrow agents, compliance specialists, bank probate administrators, funds administrators, insurance brokers, trust examiners, risk managers and other related positions.
If you fear that you are in this select group, speaking with a tax professional about irrevocable life insurance trusts and the use of non-probate transfer mechanisms would be well worth your time.
If your life insurance policy is owned by a revocable trust and your estate is worth more than $ 5.43 million, contact your tax professional about making this change.
Consult a trust attorney and tax professional experienced in working with special needs families.
Professional relationships are important, and many of us plan our taxes every year with the same accountant we've known and trusted over time.
I bring the knowledge and capability to oversee all general accounting principles, auditing, knowledge tax preparations as well as confidentially handling any and all functions as a trusted Accounting Professional.
Supervise, Management, Administer, Organize, Change, Administrative, Support, Help, Find, Speaker, Lecturer, Presenter, Writer, Functions, Travel, Virtual, Remote, Communications, Technical, Internet, Computers, Web, Design, E-commerce, Finance, Analyst, Professional, Tax, IRS, Settlement, Exit, Strategy, Goal, Target, Trust, Partnership, Discreet, Loyal, Trustworthy, Sensible, Reliable
Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network
Based on the complexity of our cases, the attorneys not only handle divorce matters, but work with other experts on business and property valuations, professional and celebrity goodwill, tax, trust and estate planning matters as well as investment and pension issues for our clients.
The Collaborative attorneys and the financial professional can identify areas in which they need to include additional professionals, such as estates and trust attorneys, business valuation experts, or specialized tax experts.
~ Professional REALTOR ® agent representation and help for home and property owners, private trust estate representatives, estate administrators, executors and heirs, probate and trust attorneys, estate planners, income tax professionals, public guardians, fiduciaries, investor group managers, bankers, and individuals, with listing and sale of homes and properties at Orange County CA.
By consulting potential clients on whether or not they qualify for the new tax credit, you will be earning their trust while letting them get to know you as a real estate professional.
Professional REALTOR ® agent and broker representation — with help for property owners, home sellers, private trust estate representatives, estate administrators, executors and heirs, probate and trust attorneys, estate planners, income tax professionals, public guardians, fiduciaries, investor group managers, bankers, and individuals, with listing and sale of properties at Orange County, CA.
Professional real estate agent and broker representation — with help for property owners, home sellers, private trust estate representatives, estate administrators, executors and heirs, probate and trust attorneys, estate planners, income tax professionals, public guardians, fiduciaries, investor group managers, bankers, and individuals, with listing and sale of properties at Orange County, CA.
Professional REALTOR ® agent and broker representation — for property owners, sellers, private trust estate representatives, estate administrators, executors and heirs, probate and trust attorneys, estate planners, tax professionals, public guardians, fiduciaries, investor group managers, bankers, and individuals, with listing and sale of properties at Orange County, CA.
We provide professional real estate agent and broker representation — help for property owners, home sellers, private trust estate representatives, estate administrators, executors and heirs, probate and trust attorneys, estate planners, income tax professionals, public guardians, fiduciaries, investor group managers, bankers, and individuals, with listing and sale of properties at Orange County, CA.
~ Professional REALTOR ® agent representation and help for home and property owners, private trust estate representatives, estate administrators, executors and heirs, probate and trust attorneys, estate planners, income tax professionals, public guardians, fiduciaries, investor group managers, bankers, and individuals, with listing and sale of properties at East Costa Mesa and Orange County CA.
Professional REALTOR ® agent representation and help for property owners, home sellers, private trust estate representatives, estate administrators, executors and heirs, probate and trust attorneys, estate planners, income tax professionals, public guardians, fiduciaries, investor group managers, bankers, and individuals, with listing and sale of properties at Orange County, CA.