Wealth Management CPAs is dedicated to helping you with your…

Asset Sale
or
Inheritance

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Receipt of a large sum of money is a great opportunity to plan your financial life for the long term.

Comprehensive planning can help strengthen your financial, tax, and estate savings.

Comprehensive planning can strengthen your financial, tax, and estate savings.

We ask specific investment questions so you can be confident you have the right answers.

Frequently Asked Questions

Determine the value of your business or asset. Put your financial statements in order. Boost your sales. Pre-qualify your buyers. Get business contracts in order. 

At our firm, we can advise you on how these important variables will help you take advantage of tax savings when selling your business, and how to go about investing the profits.

Develop an exit plan. Create a personal financial plan. Formalize a buy-sell succession plan.

At our firm, we analyze these and other important variables that will help you determine the available funds for your retirement income needs. 

Consider using the alternate valuation date six months after the death of the person giving the inheritance in cases where that will reduce your tax liability. If you’re anticipating an inheritance from a family member, consider placing it in a trust prior to death to limit tax liability or even confiscation by the government in some cases. Minimize distributions to lower tax liability. Consider donating some of the inheritance to lower your tax burden. 

At our firm, we can discuss and advise on tax-saving options based on your asset sale or inheritance.

Create a legal document to ensure the payment of debt by the buyer. Determine needs versus wants. Keep a personal financial balance sheet. Start an emergency or rainy day savings fund. 

At our firm, we can discuss and advise to these and other options, based on your specific situation.

Open a bank account. Invest in stocks or bonds. Create a personal pension fund. Buy an annuity. Buy a life insurance policy to “pay it forward” to your beneficiaries.

At our firm, we assess factors like inflation, market risks,  and lifestyle needs that will help you determine where to best put your money,

Asset Sale or Inheritance

Schedule a complimentary consultation to get professional guidance.

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Financial

Wealth Advisors help grow your assets through wise investments
  • 401(k) Rollovers
  • Retirement Accounts
  • Stocks/Bonds
  • Custom Investment Portfolios
  • Life Insurance & Annuities
  • Long Term Care Insurance
  • Disability Insurance
*Advisory services are offered by Wealth Management CPAs, LLC an SEC Investment Advisor.

Our Services

Tax

Certified Public Accounts help ensure maximum tax savings
  • Tax Preparation
  • Tax Strategy
  • Gifting Strategies
  • Qualified Charitable Distributions
  • Estate Tax Mitigation
  • Roth IRA Conversions
*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.

Estate

Estate Attorneys help protect your assets throughout your life and beyond
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business Succession-Planning
*Disclosures

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