PALM BEACH
TAX GROUP
As of Friday, March 27, 2020 Coronavirus Aid, Relief, and Economic Security or “CARES” Act was passed. The result is a sprawling 880-page piece of legislation. What are the concerns we may have and what is it we have to do now or need to do next, right? We ask that you please be patient as we help each of our clients navigate the options available for their specific situation.
Please contact if your business needs help with COVID-19 Planning.
Our firms tax and financial planning philosophy originates from listening to our clients’ unique concerns and wishes.
Using custom strategies and exclusive products, our plans provide protection for you to have the confidence to maintain the lifestyle you deserve in retirement. Our team of Enrolled Agents and Financial Planning Specialists make every effort to communicate solutions and strategies to help minimize tax and increase assets.
Every year, millions of trees worth of paper is wastefully discarded. Printing has its place, but there are also many financial and environmental advantages to going paperless.
Competitive prices mean you have more money left over to spend on your family or invest in your business.
Why spend your time reinventing the wheel when you have many years of expertise readily available to take something off your plate? Tax laws are always changing and you have other things to do.
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Schedule an appointment to discuss your unique needs today!