Taxes

• Estate Taxes
• Income Tax
  In many ways, constraints such as income and estate tax issues make investing for individuals and families more complex than investing for large institutions.  Whereas institutions typically arrange for their investment assets to grow tax-free or tax-deferred, individuals and families often face a complex array of taxable and tax deferred accounts, such as 401(k)s, family and/or charitable trusts and college savings plans. Ever-changing estate, trust and income tax laws make matters even more complex for many families.

Investment

• Investment Management
  Whatever the size or function of any craft on the sea, the helm is the primary steering mechanism from home port to the final destination. Helm Investment Management, LLC concentrates on serving individuals, families, and foundations who can benefit from highly customized investment decisions based on a well-rounded assessment of their financial assets, goals and risk tolerances.
• Mutual Funds
  In 1993, Jay was named Managing Editor for Crain’s Chicago Business, responsible for developing strong business coverage of the Chicago area on a regular basis. He also wrote a monthly column on the strategies of mutual fund portfolio managers. In his final journalism position, Jay became an international correspondent and wrote investment and other financial and economic articles from Paris and London for USA Today, as well as for Business Week International and other business publications.

Accounting

• Accounting Services

Planning

• Financial Planning
  Thomas Jay Barrett Jr. has been practicing in the area of financial planning and investment asset management for more than thirty years. He was among the first of the group of CPAs in Colorado to qualify for the designation of Personal Financial Planning Specialist granted by the American Institute of Certified Public Accountants. In his practice as both a CPA and an Attorney he has focused on coordinated tax and financial planning for wealthy individuals, families and closely held corporations. In addition to asset management, his practice has included tax, estate, trust and probate matters. He has served as an attorney, arbitrator or expert witness in more than 200 cases involving financial matters. Tom continues a limited legal practice in the estate and trust area through Thomas Barrett & Assoc. P.C as well as being a member of Helm Investment Management, LLC.
• Asset Management
• College Funding