Taxes

• Tax Planning
  In addition to tax return preparation, Tamara is available to discuss tax situations and assist with investment tax planning. By evaluating a PAM client’s tax situation, a more personalized investment plan can be made to meet the individual’s needs. This service extends into assisting PAM with evaluating not only equity and bond investments, but also business transactions and other personal situations. Tamara also works in conjunction with outside tax professionals retained by PAM’s clients to meet our mutual clients’ specific needs.
• Charitable Giving
  In this quarter’s newsletter, we cover tax-loss harvesting strategies, charitable giving, upcoming changes to 1099-K reporting, and more. Read More
• Tax Services
  Interviews with you and members of your family, interviews or discussions with various trusted advisors including, but not limited to, your tax preparation professional, attorney, financial planner, insurance advisor, estate planning professional, broker or other trusted advisors.
• Roth IRA
  Very few instances exist when you can earn income or have growth of an asset while having no tax liability. A Roth IRA is one of those rare tools. Read More
• Income Tax
  Since PAM’s mission is providing clients with Investment Advice, we necessarily collect and store or archive detailed information about our customers. The types of information we necessarily collect include, but are not limited to, names, addresses, phone numbers, social security numbers of family members, EIN numbers for businesses and trusts, detailed personal financial information including income tax status and history, detailed net worth data, asset lists and valuations, insurance and estate planning documents, and other personal and family data. This information is derived from the following sources...
• Tax Return Preparation

Investment

• Investment Management
  PAM serves as a fiduciary for our investment management clients and we protect personal information by maintaining physical, electronic and procedural safeguards. We will not sell, share or divulge confidential information pertaining to our clients to any unaffiliated third party except as outlined below. We may disclose any kind of information when we believe it necessary for the conduct of our business or where disclosure is required or permitted by law, certain of the information described above for the purposes outlined below.

Accounting

• Accounting Services
  Our objective is to provide bill paying and bookkeeping services for individuals or small businesses at reasonable rates. This can also include gathering and organizing information for the purpose of income tax preparation by a third party. This service is designed for either individuals who are incapacitated due to illness or who do not have the time or a desire to continue this responsibility, or small business requiring additional resources. Rates are based upon the level of services and are billed quarterly.
• Bookkeeping Services
  Our objective is to provide bill paying and bookkeeping services for individuals or small businesses at reasonable rates. This service is designed for either individuals who are incapacitated due to illness or who do not have the time or a desire to continue this responsibility, or small business requiring additional resources. Read more...

Planning

• Financial Planning
  By planning for these items early, our clients can maximize one of the greatest assets and predictors of success, that asset is TIME. It is important to understand that financial planning is not a product, but rather a process. The development of a plan is just a snapshot in time and needs to be periodically updated and monitored to address all of life’s changes.
• Asset Management
  Private Asset Management is a tradename. All services provided by Private Asset Management investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Private Asset Management.