We protect those in higher-income tax brackets with larger portfolios, estates, and inheritances from overpaying in taxes with a combination of tax mitigation strategies, tax-sheltered investments, and other creative solutions.
There is much more strategy involved in college planning than just putting money into a college fund. Even if you are not sure if your child is going to college, it’s important to plan as if they are. It’s never too early to plan, but if your child is in high school, it’s even more important to put a plan in place quickly.
We help bring calm and peace of mind to individuals and couples who are contemplating or moving through divorce, in valuing and separating their assets and liabilities and determining the best tax filing strategy during the transition.
We have a passion for giving back to the community and offer a 10% discount to active duty police, fire, EMT, and military personnel. People in these fields often have pensions, and we are able to help you plan for “what’s next” after you retire from service. In addition, you want to make sure your families are protected in case anything happens to you, and we can help you do that.
We work with other service professionals and firms, such as attorneys, financial planners, accountants, real estate agents, architects, and others to support you, provide complementary services, and give your clients a full-service experience. We’d love to get to know you and work with you.
We work with real estate brokers and agents and their clients, as well as work directly with investors such as landlords, flippers, and other long-term property holders. Each type of real estate investment has special tax provisions, and we help to mitigate those tax liabilities, so that you can retain more profits from the purchase and/or sale. Call us before your transaction so we can help you do it the most advantageous way.
There are specific issues that medical and dental practices face that need to be taken into account when it comes to tax time that other accountants and financial planners may miss.
Restaurants and caterers are businesses that deal with a lot of cash, part-time help, and inventory. Accurate bookkeeping and tax planning is important to preserving what you’ve worked so hard to make.
All securities through Money Concepts Capital Corp. Member FINRA / SIPC. Drenen Financial Services, Inc. is an independent firm not affiliated with Money Concepts Capital Corp.
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