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David Goldner, tax partner at Gross
Mendelsohn, presented
"Tax-savvy Investment Strategies" at the American Association of
Individual Investors' (AAII) meeting on January 17, 2009. His
presentation offered tips for investing in a poor economy and forming a
coordinated approach to tax, investment and personal financial
planning. Missed the presentation? Click here
for more information.
Whatever the stage of an individual's life, it is the right time for
expert financial planning. Though each plan is customized, Gross
Mendelsohn's Certified Financial Planners will typically address
the following key areas:
- Investment strategy
- Estate tax analysis and planning
- Retirement planning
- Education funding alternatives
- Insurance needs analysis
- Long-term care planning
- Cash flow and net worth projections
- Income tax planning
Gross Mendelsohn places special emphasis on estate planning,
seeking to conserve assets for heirs using such means as:
- Life insurance and charitable trusts
- Lifetime giving programs
- Living trusts to avoid probate
- Transferring assets to the spouse
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