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Post-Tax Time Right Time for Financial Planning
Personal Financial Specialist advises careful attention to investment, retirement, and estate planning amid scheduled tax law changes
“Tax returns give us a snapshot of our clients’ total financial picture,” said Ronald Myers, Partner at Associated Investor Services and Associated Financial Consultants. “With W-2s, 1099s and other paperwork handy, it’s an important opportunity to assess where the client is and to make adjustments that can move us closer to their financial goals.”
This year, in particular, the need for financial planning is more urgent. Several federal tax provisions are scheduled to expire at the end of the year or take effect at the beginning of 2013 that could influence financial strategies. The tax rate on capital gains, for instance, is scheduled to rise from 15 percent to 20 percent. Qualified dividends are set to be taxed as ordinary income. And a new 3.8 percent Medicare tax will be applied to the investment income of higher income and higher net-worth individuals. (Source:IRS)
“It’s important to understand how these changes could affect your financial situation and to plan now for appropriate investment, retirement and estate strategies,”
Ronald L. Myers, CPA/PFS, CFP® has demonstrated robust knowledge in tax, investment, retirement, estate and insurance planning and is committed to ongoing education. He is a member of the American Institute of Certified Public Accountants dkiyt (AICPA), the Florida Institute of Certified Public Accountants (FICPA) and the Financial Planning Association (FPA). He has been a featured speaker at various events and seminars and has been quoted multiple times in the Wall Street Journal, New York Times, Kiplinger Magazine, South Florida Sun Sentinel and a variety of industry publications. He also serves on the Financial Planning Association of Greater Fort Lauderdale Board of Directors and is a member of the Ambassador Council of the Pantry of Broward.
To speak with Ron Myers about using the tax return for financial planning, call 954.983.5600, ext. 151, or email firstname.lastname@example.org.
About Associated Financial Consultants and Associated Investor Services, Inc.
Associated Financial Consultants and Associated Investor Services focus on providing dynamic business and financial planning and bring a unique approach to planning using a holistic “one-stop shop” approach to solve complex issues. Our team includes professionals with the following licenses CFP (Certified Financial Planner™), CPA (Certified Public Accountant), PFS (Personal Financial Specialist), CLU (Chartered Financial Consultant), and RHU (Registered Professional Disability and Health Insurance Underwriter)
The firms also provide the proper tools to strategically position wealth through financial services. We evaluate the continuously changing investment climate to help you strategically position your portfolio. We believe that the oversight of a financial advisor with a holistic view of your investment plan and a disciplined management approach may help you to achieve your long-term financial goals.