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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Our focus is to partner with you
in 3 key areas of your life

Tax Management: 

Tax planning and preparation for Individuals and Businesses which includes ITIN preparation as IRS Certified Acceptance Agent, Streamlined Procedures Filing, FBAR, FATCA and PFIC Filing, Non-residents tax filing, expatriates tax filing and related consultations.

Wealth Management: 

Financial planning and investment management which includes IRA, 401k, Mutual Funds, Retirement planning, Education planning, Life insurance and Annuities.

Business Management: 

Assistance with starting and operating your business in any state in the US - Incorporating, Payroll processing, Sales tax filing, Bookkeeping, Tax Planning, Business Process Outsourcing and Management consultations. Audit, Review and Compilation. Setting up subsidiaries in US or India.

Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.


Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Saving for College 101

Here’s a crash course on saving for college.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.


The market is as unpredictable as the weather. We’d love to help you prepare.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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