Retirement Distribution Planning

Planning for retirement can present several issues, including timing, establishment of suitable investment strategies for retirement funds and required annual distributions. We can help with these and other difficult retirement questions by evaluating the tax implications and other considerations of each alternative. We also offer assistance with retirement plan design and evaluation including SEPs, IRAs, Roth IRAs, SIMPLE IRAs, Keoghs, and 401(k) plans.

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Comfort Letters and Third-Party Verification Requests

December 11, 2017

Mortgage brokers, lenders, health insurance providers, adoption agencies, regulators and several other third parties will often contact CPAs requesting written correspondence to verify client...

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