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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What can be learned from the savings rate?
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
An inside look at how marginal income tax brackets work.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate the potential capital gains taxes due on your transactions.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
There are nearly 1,200 ETFs available. Should you invest in them?
Three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.