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Estate Planning

Personalized Estate Planning Strategy

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Allow our team to align our estate planning strategies with your individual objectives and help you plan for the future.

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Essential Year-End Tax Tips

Essential Year-End Tax Tips

As the clock winds down to the end of the year, there are a few last-minute money moves to make in order to lower your tax bill. Maximize Your 401(k) and HSA Contributions While tax deductible contributions can be made to traditional and Roth IRA accounts until April...

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Peter A. McAllister, CPA - Accountant Indianapolis
Daniel L. Kittell, CPA - Accountant Indianapolis
Stephen E. Reed - Accountant Indianapolis

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