Your Investment Solutions
When you partner with us you will have Cheryl Pahl as your local
representative. You also partner with a team of specialist to assist
you in making decisions on your important business decisions.
Our team specializes in the Employee Retention Tax Credit (ERTC)
which was launched in March 2020 to help businesses navigate
through the effects of COVID and is for small business owners. We
also are specialists in the Research and Development Tax Credit. This
is available to many more industries than it was at its outset in 1981.
It is a refundable tax credit. Some examples of industries which
qualify are: manufacturing, engineering, software, architecture, food
& beverage, dental. The Work Opportunity Tax Credit is a credit that
the Federal Government recognized the challenge hiring employees
with employment barriers. In response to this, they have incentivized
employers as a way to assist in bringing otherwise disadvantaged
groups into the workforce. Depending on the size and type of labor
pool and geographic location of the workforce, these can have a
substantial impact on your balance sheet.
Believe it or not, you have an estate. In fact, everyone does, you have
either your plan or the government’s plan. Your estate consists of
everything you own: your home, other real estate, vehicles, checking
and savings accounts, investments, life insurance, furniture, personal
possessions. No matter how large or how modest, everyone has an
estate! To avoid the cost and timely legal process of probate be sure
your trust is funded. Our Estate Planning process is cloud based so
you and your appointed loved ones will always have immediate
access to your Estate and can make changes with out all the
Find out more about all the services offered by clicking on the
services drop down.
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