Taxes

• Tax Planning
  Guest Appearance, The Money Watch Radio Network AM 660, 2003, “Four Stages of Tax Planning,” “Mortgage Planning,” and “Tax Credits”
• Charitable Giving
  We’re also thrilled to share that we’ve helped facilitate over $1 Million in strategic charitable giving by our clients during 2023, as they have supported various charities and causes across the U.S. Read More »
• Estate Taxes
• Roth IRA
  One solution for bridging this gap is to utilize after-tax contributions to your Salaried Savings Plan to fund Roth IRAs. To help you save more effectively for retirement, you’ll want to...
• Income Tax
  Recognize that Nonqualified Salaried Savings Plan (NQSSP) assets are not protected from creditors. Plan participants become general creditors to the organization in the event the organization files for bankruptcy. Also, depending upon the employee’s payout elections, NQSSP can result in a spike in income taxes at the time of separation.
• Tax Deferral
  Wealth enhancement through advanced planning requires tax-efficient investing, proactive projections, and planning throughout the year, proper utilization of retirement accounts, and gain tax deferral strategies to allow for reduced tax liabilities.
• Capital Gains Taxes
  There are ways to give appreciated assets for proper deductions that will also help to avoid capital gains taxes.

Investment

• Investment Management
  “I was intrigued, and my passion for helping people with money ensued. While working for three years in marketing, my free time was dedicated to studying for the GMAT to prepare for business school, where I focused on Finance and Investment Management.
• Bonds
• Wealth Management
  Winter Park, Florida, Financial Harvest Wealth Advisors Wealth Management Services are led by founder and CEO David A. Witter, a CERTIFIED FINANCIAL PLANNER™, and a Certified Succession Planner™.

Accounting

• Accounting Services

Planning

• Financial Planning
  Together, Financial Harvest Wealth Advisors provides very customized, fee-based financial planning and wealth advisory services to their clients. Clients generally hold at least $1 million in assets for investing and are located in Florida, across the United States, and internationally.
• Retirement Planning
  Lauren also plays an integral role in developing and managing the retirement planning course and wise wealth strategies course that Financial Harvest offers. She is a key contributor to the design and implementation of these courses.
• Annuities
  Income from all sources including wages, dividends, interest, IRA distributions, pensions, annuities, and Social Security benefits.
• Asset Management
  Prevailing mistrust of financial advisors has resulted in many athletes missing opportunities for optimal wealth planning and asset management.
• College Funding
  “I am blessed to mentor a high school athlete through Seminole County’s Take Stock in Children organization. I have found so much enjoyment stepping through academics, college planning, and life with my mentee!
• Asset Protection
  Wealth protection is asset protection, financial privacy optimization, and keeping your assets out of harm’s way through custom tactics specific to your needs and threats.