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Welcome to TAU

 What do you see when you look at your financial picture: a stockbroker here, a financial advisor there, a CPA in one office who refers you to an insurance person or an estate planner in other offices? From any perspective, this is a very confusing picture.

For that matter, do your accountant and your financial advisor talk to each other to discuss what you should sell for tax purposes? How about things like reducing capital gains or taking losses against ordinary income? Do any of the people you entrust with your financial future all get together with you in one room at least once a year—before December 31st—to discuss your upcoming tax preparation and its implications for you and your family’s financial future? If your answer is “No” to these questions, you are not alone.

Achieving Financial Security

At Tax Advisors Unlimited all new clients work with our tax & retirement professionals to compile a confidential financial profile based on income, expenses, individual needs, and goals. We review their previous three years’ tax returns, examine their current lifestyle, and prepare a personal tax plan. Based on this information, we will implement a sound, well-thought-out wealth management strategy to minimize their year-to-year tax liabilities, and provide them the opportunity to maintain their current standard of living throughout their retirement.

Just imagine a complete plan where all your Tax Planning, Investment Planning, Retirement Planning and Estate Planning needs are addressed under one roof.

We call it a holistic wealth management plan. Most responsible people call it common sense. At Tax Advisors Unlimited, we encourage our clients to sit down with us during the year—not only at tax time— to examine their income, their sources of income, their fringe benefit plans, their assets, their sources of interest and dividend income, and show them ways to reorganize these areas to take advantage of all the deductions that are available to them—ultimately to lower their overall tax bill.

At Tax Advisors Unlimited we look at the whole picture. Everything taxes, investments, retirement, insurance, lending, and estate

At Tax Advisors Unlimited we look at the whole picture—taxes, investments, retirement, insurance, lending, and estate—which allows clients to see their entire financial picture and to understand how wise decisions will let them keep more of their money, provide them with a healthy and solid financial outlook, and secure their family.

                  

                      

 

Helpful Content

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

How Income Taxes Work

A quick look at how federal income taxes work.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

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

Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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