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Business Valuation Our team of business valuators have worked in a large variety of engagements... more... Audit & Accounting Our firm provides audit, accounting and related services to all sizes of business and organizations.... more... Business & Personal Tax Our firm provides quality tax planning and compliance services to all sizes of business and high-net worth individuals... more... Wealth Management Services Our clients provide a tremendous opportunity for planning in light of their ever changing financial needs. We take an active interest in the personal financial planning of our clients... Dental and Physician Practices Our CPA firm has specialized in helping dentists and physicians as clients in Texas since 1988. This specialized focus provides a depth of knowledge about the needs of the medical and dental professions which is unmatched by most accounting firms in Texas and surrounding states. more... |
Our clients provide a tremendous opportunity for planning in light of their ever changing financial needs. Wm Stukey & Associates, LLC takes an active interest in the personal financial planning of our clients. By working jointly with outside financial advisors, we assist our clients in identifying and achieving their personal financial goals and objectives. We offer the following services:
We discuss your goals, plans and financial objectives. A personal financial plan can be created and reviewed annually. Tax projections are prepared to develop tax-saving strategies for long term tax planning. We have worked with a number of qualified corporate/tax attorneys to accomplish advanced tax strategies. Our goal is to develop an estate plan to carry out your personal wishes and minimize your estate taxes. Through corporate/tax attorneys, we review your wills, trusts, health care proxies and durable powers of attorney and explore more sophisticated strategies, wherever appropriate. Cash flow models are prepared to protect your retirement income from all retirement accounts, social security, pension plans, trusts, profit sharing, and personal savings. We review your options for naming beneficiaries of your retirement accounts in conjunction with appropriate income and estate tax implications. We assess your risk tolerance, review your objectives and analyze your investment portfolio with outside financial planners. We can assist in evaluating asset allocation and after-tax investment performance for your investment portfolio. We can conduct a search for the appropriate investment managers to help you achieve the financial goals for you and your family. Your incentive stock options and non-qualified options can be reviewed to establish a planned long term stock option strategy that is reviewed annually. We will create a model using various assumptions to minimize your income and alternative minimum taxes (AMT) to achieve long term capital gains (where appropriate). Investment risks are always weighed against potential tax savings. We help clients with closely-held businesses, professional service firms, and health care practices address their succession plans and review stock purchase agreements. We also review other options including ESOPs and management buy-outs. We can address the funding of buy-out and key man protection. |