Hi, I’m Jude. I have been advising clients on tax and accounting matters for 27 years! I enjoy watching my clients’ successfully planned tax outcomes. One example of this is, I helped a retired attorney save and protect his Individual Retirement Account by calculating and installing a sixteen year Roth conversion strategy. He paid tax on the Roth at low rates and will avoid his required minimum distribution. Plus he can pass on to his sons. All of this planning avoided his Individual Retirement account being taxed at the highest bracket. What a win!
I can employ many strategies to enjoy tax savings! Each client is personalized. Trust me when I tell you that I enjoy watching my clients succeed and win at the tax savings game! Contact me today to take advantage of these tax savings ideas for yourself and your loved ones!
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