To provide more comprehensive financial planning services to our clients, Davie Kaplan, CPA ,P.C. has chosen Avantax Wealth Management℠ as its broker-dealer for financial services transactions. Avantax Wealth Management℠ was founded by CPAs and as a result understands the special concerns of CPAs for their clients.
Developing Financial Strategies
Through our relationship with Avantax Wealth Management℠ we have full time financial planning capabilities in our office. This allows Davie Kaplan partners to work closely with our clients and develop financial strategies which are designed to integrate the financial needs of our clients with the appropriate investments to enhance personal wealth while keeping a careful eye on the clients tax concerns. Many Davie Kaplan clients are happy with the coupling of the financial services capability with their tax planning needs.
Our comprehensive financial planning covers the following topics:
- Income tax planning
- Investment planning
- Retirement planning
- Disability and income protection
- Asset protection
- Estate planning
- Business planning
- Education planning
- Debt management
- Special situations
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