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36 South Charles Street | 18th Floor
Baltimore, MD 21201
Tel 410.685.5512 | 800.899.4623 | Fax 410.752.5042 |
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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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