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 expensive fees. Find out more about all the services offered by clicking on the services drop down.

Your Investment Solution All Rights Reserved 2023

Web Design by Frank Turben - Computer Help

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 expensive fees. Find out more about all the services offered by clicking on the services drop down.

Your Investment Solution All Rights Reserved 2023

Web Design by Frank Turben - Computer Help