…New Mexico, Oregon, and Washington, D.C., as well as XY Planning Network, an organization of financial planners working on a fee-for-service basis, and Ford Financial Solutions LLC, a registered investment…
Julie is responsible for the day-to-day operations, as well as overseeing the development, planning and execution of the Firm’s strategic plan and vision. She also manages the Firm’s information technology,…
Shana enjoys working closely with her clients and their team of legal and financial advisors to provide tax planning solutions that meet her clients’ specific needs and goals. Shana has…
…hardest hit. With the Federal Reserve’s protective measures and possible federal government stimulus packages, there will be business and tax planning opportunities to consider including business tax credits and low…
…accounting, assisting businesses and their owners with tax compliance as well as consulting and planning. Tom is a member of Keiter’s Healthcare team as well as the Family, Executive &…
…net worth. Homeowner’s Insurance Considerations with a Revocable Trust Many individuals transfer ownership of their personal homes to a revocable trust as part of their estate planning process. If and…
…the IRS announced that the new annual distribution rules would not apply until 2025. Any beneficiary that did not take distributions in tax years 2021-2024 would not be assessed penalties…
…proactive tax planning for the individual or family unit. Prior to joining Keiter, Leanne provided tax and consulting services at other Richmond public accounting firms from 2003 – 2021. …
Hunter has 6 Years of experience in public accounting, specializing in tax planning, compliance, and consulting services for flow through entities. His specialty areas include real estate, construction, multi-state, and…
Harold G. Martin, Jr., is a Director in Keiter’s Valuation and Forensic Services (VFS) Practice. He was formerly the Partner-in-Charge of the VFS Practice for 23 years and member of…
…powerful tax and succession planning tool that benefits the company, the selling owners, and the employees. How does an ESOP benefit everyone? Benefits for the company: Tax deductible contributions: Contributions…