- Spousal SupportEstimated tax is the method used to pay tax on income not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, gains from the sale of assets, prizes, and awards. You also may have to pay an estimated tax if the income tax being withheld from your salary, pension, or other income is insufficient. Here's what you should know about estimated tax payments...
- Identity Theft
- Business Formation
- Estate PlanningAnnual Financial Planning Consultation with Robert Alkon or Jeff Levine. We consider this the most important service for our clients. This one to two hour meeting is specifically tailored to address your financial concerns for the upcoming year whether it be about your investments, cash flow, budgeting, estate planning, retirement planning, insurance needs and the like. We call this meeting a “financial therapy” session. We do not sell any product; we are just having an objective conversation regarding your needs, resources, goals and objectives. We believe this annual meeting is a major value of our total annual package.
- TrustsTheresa Houck is a gifted CPA with 30 years of experience in public accounting. A full two-thirds of her career has been spent as a valued member of the Alkon & Levine team where she has been a partner since 1999. Theresa’s specialties include complex individual tax planning and preparation, estate and trust administration and compliance, and multi-state taxation. She loves her clients and says that the best part of her work is being able to share in their triumphs and successes.
- Tax LawThis segment of financial guides is dedicated to strategic tax planning for business owners. Can you save more? We think so.